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

SignalPoint 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
Q4 		$2.68M Sell
14,543
-2,045
-12% -$392K 0.65% 33
2024
Q3 		$3.15M Sell
16,588
-255
-2% -$46.8K 0.74% 27
2024
Q2 		$2.96M Sell
16,843
-915
-5% -$161K 0.79% 25
2024
Q1 		$3.2M Buy
+17,758
New +$3.05M 0.88% 23

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SignalPoint Asset Management's VOOV Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 12% in Q4 2024, selling an estimated $392K and leaving 14,543 shares worth $2.68M. The position accounts for 0.65% of the portfolio, ranked #33.

SignalPoint Asset Management first reported a position in VOOV in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.2M in Q1 2024. 386 funds tracked by Wall St. Rank hold VOOV as of Q4 2024.

  • SignalPoint Asset Management held 14,543 shares of Vanguard S&P 500 Value ETF worth $2.68M as of Q4 2024.
  • SignalPoint Asset Management sold 2,045 Vanguard S&P 500 Value ETF shares in Q4 2024, an estimated $392K.
  • Vanguard S&P 500 Value ETF made up 0.65% of SignalPoint Asset Management's portfolio in Q4 2024, its #33 holding.
  • SignalPoint Asset Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and has held it in 4 quarters since.
  • SignalPoint Asset Management's Vanguard S&P 500 Value ETF position peaked at $3.2M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.