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

Selective 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 Q4	–	Sell	-298	Closed	-$37K	–	706
2022 Q3	$37K	Sell	298 -132	-31%	-$18.1K	0.02%	335
2022 Q2	$57K	Buy	430 +37	+9%	+$5.28K	0.02%	302
2022 Q1	$59K	Buy	393 +339	+628%	+$50.4K	0.02%	278
2021 Q4	$8K	Hold	54	–	–	﹤0.01%	511
2021 Q3	$8K	Hold	54	–	–	﹤0.01%	460
2021 Q2	$8K	Hold	54	–	–	0.01%	377
2021 Q1	$7K	Hold	54	–	–	0.01%	287
2020 Q4	$7K	Hold	54	–	–	﹤0.01%	274
2020 Q3	$6K	Hold	54	–	–	﹤0.01%	242
2020 Q2	$6K	Hold	54	–	–	0.01%	292
2020 Q1	$5K	Hold	54	–	–	0.01%	215
2019 Q4	$7K	Hold	54	–	–	0.01%	192
2019 Q3	$6K	Buy	+54	New	+$6.11K	0.01%	214

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SCM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Selective Wealth Management's VOOV Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2022, closing a stake of 298 shares — an estimated $37K sold.

Selective Wealth Management first reported a position in VOOV in Q3 2019 and held it in 13 quarters. The position peaked at $59K in Q1 2022. 275 funds tracked by Wall St. Rank hold VOOV as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 298 Vanguard S&P 500 Value ETF shares in Q4 2022, an estimated $37K.
Selective Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Vanguard S&P 500 Value ETF position peaked at $59K in Q1 2022.
275 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.