Rowland Carmichael Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Rowland Carmichael 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
2020 Q4	$2.7M	Buy	7,849 +83	+1%	+$27.1K	0.85%	23
2020 Q3	$2.39M	Sell	7,766 -604	-7%	-$184K	0.94%	17
2020 Q2	$2.37M	Buy	8,370 +7	+0.1%	+$1.88K	1.01%	16
2020 Q1	$1.98M	Sell	8,363 -1,409	-14%	-$395K	1.01%	18
2019 Q4	$2.89M	Sell	9,772 -1,248	-11%	-$353K	0.99%	16
2019 Q3	$3M	Buy	11,020 +948	+9%	+$257K	1.03%	17
2019 Q2	$2.71M	Sell	10,072 -132	-1%	-$34.9K	0.94%	18
2019 Q1	$2.65M	Sell	10,204 -242	-2%	-$60.4K	0.97%	15
2018 Q4	$2.4M	Buy	10,446 +225	+2%	+$55.7K	1.06%	14
2018 Q3	$2.73M	Buy	10,221 +222	+2%	+$58.1K	1.06%	11
2018 Q2	$2.5M	Sell	9,999 -148	-1%	-$36.7K	1.06%	11
2018 Q1	$2.46M	Sell	10,147 -1,128	-10%	-$283K	1.34%	6
2017 Q4	$2.77M	Buy	11,275 +1,435	+15%	+$343K	1.42%	6
2017 Q3	$2.27M	Buy	9,840 +343	+4%	+$77.7K	1.26%	8
2017 Q2	$2.11M	Sell	9,497 -95	-1%	-$20.9K	1.22%	8
2017 Q1	$2.08M	Sell	9,592 -1,127	-11%	-$240K	1.26%	8
2016 Q4	$2.2M	Sell	10,719 -445	-4%	-$89.3K	1.3%	9
2016 Q3	$2.22M	Sell	11,164 -873	-7%	-$173K	1.42%	9
2016 Q2	$2.31M	Sell	12,037 -595	-5%	-$113K	1.46%	6
2016 Q1	$2.38M	Buy	+12,632	New	+$2.26M	2.2%	6

Other funds holding VOO

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Rowland Carmichael Advisors's VOO Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q4 2020, buying an estimated $27.1K and bringing the position to 7,849 shares worth $2.7M. The position accounts for 0.85% of the portfolio, ranked #23.

Rowland Carmichael Advisors first reported a position in VOO in Q1 2016 and has held it in 20 quarters since. The position peaked at $3M in Q3 2019. 1,656 funds tracked by Wall St. Rank hold VOO as of Q4 2020.

Rowland Carmichael Advisors held 7,849 shares of Vanguard S&P 500 ETF worth $2.7M as of Q4 2020.
Rowland Carmichael Advisors bought 83 Vanguard S&P 500 ETF shares in Q4 2020, an estimated $27.1K.
Vanguard S&P 500 ETF made up 0.85% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #23 holding.
Rowland Carmichael Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's Vanguard S&P 500 ETF position peaked at $3M in Q3 2019.
1,656 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.