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Secure Asset Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Secure Asset 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
2024
Q2 		– Sell
-1,576
Closed -$284K – 306
2024
Q1 		$284K Sell
1,576
-2,329
-60% -$400K 0.07% 187
2023
Q4 		$656K Buy
3,905
+154
+4% +$23.9K 0.18% 109
2023
Q3 		$558K Buy
3,751
+879
+31% +$137K 0.17% 114
2023
Q2 		$447K Buy
2,872
+282
+11% +$42K 0.14% 119
2023
Q1 		$380K Buy
2,590
+514
+25% +$75K 0.13% 132
2022
Q4 		$291K Buy
2,076
+432
+26% +$59.6K 0.1% 149
2022
Q3 		$204K Sell
1,644
-2,201
-57% -$301K 0.11% 145
2022
Q2 		$511K Buy
+3,845
New +$549K 0.28% 72
2021
Q2 		– Sell
-1,753
Closed -$240K – 205
2021
Q1 		$240K Buy
+1,753
New +$228K 0.13% 151

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return