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Sage Private Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-26
Closed -$9K – 178
2022
Q3 		$9K Buy
+26
New +$9.5K 0.01% 152

Other funds holding VOO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sage Private Wealth Group's VOO Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 26 shares — an estimated $9K sold.

Sage Private Wealth Group first reported a position in VOO in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 26 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $9K.
  • Sage Private Wealth Group first reported a position in Vanguard S&P 500 ETF in Q3 2022 and held it in 1 quarter.
  • Sage Private Wealth Group's Vanguard S&P 500 ETF position peaked at $9K in Q3 2022.
  • 2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.