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Safeguard Financial’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Safeguard Financial’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,500
Closed -$210K – 77
2022
Q4 		$210K Buy
+1,500
New +$207K 0.15% 64

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Safeguard Financial's VOOV Position: Q1 2023 in Review

Safeguard Financial sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2023, closing a stake of 1,500 shares — an estimated $210K sold.

Safeguard Financial first reported a position in VOOV in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 281 funds tracked by Wall St. Rank hold VOOV as of Q1 2023.

  • Safeguard Financial reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Safeguard Financial sold 1,500 Vanguard S&P 500 Value ETF shares in Q1 2023, an estimated $210K.
  • Safeguard Financial first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and held it in 1 quarter.
  • Safeguard Financial's Vanguard S&P 500 Value ETF position peaked at $210K in Q4 2022.
  • 281 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2023.

Based on Safeguard Financial's 13F filing for Q1 2023, filed 26 Apr 2023.