RGT Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

RGT Wealth Advisors’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
2022 Q3	$1M	Buy	3,054 +2	+0.1%	+$730	0.16%	28
2022 Q2	$1.06M	Buy	3,052 +584	+24%	+$220K	0.18%	33
2022 Q1	$1.02M	Hold	2,468	–	–	0.16%	38
2021 Q4	$1.08M	Buy	2,468 +683	+38%	+$288K	0.16%	34
2021 Q3	$704K	Hold	1,785	–	–	0.14%	20
2021 Q2	$702K	Hold	1,785	–	–	0.13%	21
2021 Q1	$650K	Hold	1,785	–	–	0.13%	19
2020 Q4	$613K	Buy	+1,785	New	+$582K	0.13%	21
2018 Q2	–	Sell	-2,837	Closed	-$687K	–	87
2018 Q1	$687K	Hold	2,837	–	–	0.33%	35
2017 Q4	$696K	Hold	2,837	–	–	0.37%	36
2017 Q3	$655K	Hold	2,837	–	–	0.44%	32
2017 Q2	$630K	Sell	2,837 -700	-20%	-$154K	0.43%	31
2017 Q1	$765K	Sell	3,537 -799	-18%	-$170K	0.52%	29
2016 Q4	$890K	Buy	4,336 +799	+23%	+$160K	0.5%	28
2016 Q3	$702K	Buy	+3,537	New	+$701K	0.43%	33

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

RGT Wealth Advisors's VOO Position: Q3 2022 in Review

RGT Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.07% in Q3 2022, buying an estimated $730 and bringing the position to 3,054 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #28.

RGT Wealth Advisors first reported a position in VOO in Q3 2016 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

RGT Wealth Advisors held 3,054 shares of Vanguard S&P 500 ETF worth $1M as of Q3 2022.
RGT Wealth Advisors bought 2 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $730.
Vanguard S&P 500 ETF made up 0.16% of RGT Wealth Advisors's portfolio in Q3 2022, its #28 holding.
RGT Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 15 quarters since.
RGT Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.08M in Q4 2021.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.