SeaCrest Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-330	Closed	-$44K	–	1502
2022 Q2	$44K	Buy	+330	New	+$47.1K	0.01%	1176
2018 Q4	–	Sell	-37	Closed	-$4K	–	2303
2018 Q3	$4K	Hold	37	–	–	﹤0.01%	1939
2018 Q2	$4K	Hold	37	–	–	﹤0.01%	1895
2018 Q1	$4K	Hold	37	–	–	﹤0.01%	1855
2017 Q4	$4K	Buy	+37	New	+$3.95K	﹤0.01%	1878

Other funds holding VOOV

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SeaCrest Wealth Management's VOOV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2022, closing a stake of 330 shares — an estimated $44K sold.

SeaCrest Wealth Management first reported a position in VOOV in Q4 2017 and held it in 5 quarters. The position peaked at $44K in Q2 2022. 244 funds tracked by Wall St. Rank hold VOOV as of Q3 2022.

SeaCrest Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 330 Vanguard S&P 500 Value ETF shares in Q3 2022, an estimated $44K.
SeaCrest Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2017 and held it in 5 quarters.
SeaCrest Wealth Management's Vanguard S&P 500 Value ETF position peaked at $44K in Q2 2022.
244 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.