Sanford Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Sanford Advisory Services’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	$7.87M	Buy	22,385 +14,184	+173%	+$5.01M	1.87%	13
2022 Q3	$2.7M	Buy	8,201 +490	+6%	+$179K	0.77%	22
2022 Q2	$2.68M	Buy	7,711 +502	+7%	+$189K	0.76%	18
2022 Q1	$3M	Buy	7,209 +168	+2%	+$68.8K	0.82%	19
2021 Q4	$3.08M	Buy	7,041 +921	+15%	+$389K	0.69%	19
2021 Q3	$2.42M	Buy	6,120 +113	+2%	+$45.8K	0.61%	22
2021 Q2	$2.36M	Buy	6,007 +25	+0.4%	+$9.6K	0.61%	20
2021 Q1	$2.18M	Sell	5,982 -178	-3%	-$63.1K	0.61%	20
2020 Q4	$2.12M	Buy	+6,160	New	+$2.01M	0.68%	17

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sanford Advisory Services's VOO Position: Q4 2022 in Review

Sanford Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 173% in Q4 2022, buying an estimated $5.01M and bringing the position to 22,385 shares worth $7.87M. The position accounts for 1.87% of the portfolio, ranked #13.

Sanford Advisory Services first reported a position in VOO in Q4 2020 and has held it in 9 quarters since. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Sanford Advisory Services held 22,385 shares of Vanguard S&P 500 ETF worth $7.87M as of Q4 2022.
Sanford Advisory Services bought 14,184 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $5.01M.
Vanguard S&P 500 ETF made up 1.87% of Sanford Advisory Services's portfolio in Q4 2022, its #13 holding.
Sanford Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.