Retirement Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Retirement Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$13K	Buy	+27	New	+$12.4K	﹤0.01%	420
2023 Q3	–	Sell	-191	Closed	-$77.8K	–	833
2023 Q2	$77.8K	Hold	191	–	–	0.03%	160
2023 Q1	$72K	Hold	191	–	–	0.03%	160
2022 Q4	$67K	Buy	191 +94	+97%	+$33.2K	0.03%	164
2022 Q3	$32K	Sell	97 -353	-78%	-$129K	0.03%	149
2022 Q2	$156K	Buy	450 +385	+592%	+$145K	0.06%	119
2022 Q1	$27K	Hold	65	–	–	0.01%	293
2021 Q4	$28K	Sell	65 -1	-2%	-$422	0.01%	284
2021 Q3	$26K	Buy	66 +60	+1,000%	+$24.3K	0.01%	282
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	580
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	650
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	588
2020 Q3	$2K	Hold	6	–	–	﹤0.01%	577
2020 Q2	$2K	Buy	+6	New	+$1.61K	﹤0.01%	562
2019 Q4	$175K	Buy	+591	New	+$167K	0.11%	119

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Group's VOO Position: Q1 2024 in Review

Retirement Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2024: 27 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Retirement Group previously reported a position in VOO as recently as Q2 2023.

Retirement Group first reported a position in VOO in Q4 2019 and has held it in 15 quarters since. The position peaked at $175K in Q4 2019. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

Retirement Group held 27 shares of Vanguard S&P 500 ETF worth $13K as of Q1 2024.
Vanguard S&P 500 ETF was a new Retirement Group position in Q1 2024.
Vanguard S&P 500 ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #420 holding.
Retirement Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 15 quarters since.
Retirement Group's Vanguard S&P 500 ETF position peaked at $175K in Q4 2019.
2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.