Silicon Valley Capital Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Silicon Valley Capital Partners’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 Q3	–	Sell	-4,530	Closed	-$796K	–	327
2024 Q2	$796K	Hold	4,530	–	–	0.11%	47
2024 Q1	$818K	Buy	4,530 +20	+0.4%	+$3.44K	0.12%	47
2023 Q4	$758K	Buy	4,510 +45	+1%	+$6.99K	0.13%	46
2023 Q3	$664K	Buy	4,465 +19	+0.4%	+$2.97K	0.12%	46
2023 Q2	$692K	Hold	4,446	–	–	0.13%	46
2023 Q1	$652K	Buy	4,446 +18	+0.4%	+$2.63K	0.14%	47
2022 Q4	$620K	Buy	4,428 +58	+1%	+$8.01K	0.14%	45
2022 Q3	$542K	Hold	4,370	–	–	0.12%	39
2022 Q2	$581K	Buy	4,370 +23	+0.5%	+$3.29K	0.12%	35
2022 Q1	$655K	Buy	+4,347	New	+$647K	0.11%	40
2020 Q1	–	Sell	-1,600	Closed	-$201K	–	41
2019 Q4	$201K	Buy	+1,600	New	+$192K	0.07%	40

Other funds holding VOOV

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Silicon Valley Capital Partners's VOOV Position: Q3 2024 in Review

Silicon Valley Capital Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2024, closing a stake of 4,530 shares — an estimated $796K sold.

Silicon Valley Capital Partners first reported a position in VOOV in Q4 2019 and held it in 11 quarters. The position peaked at $818K in Q1 2024. 355 funds tracked by Wall St. Rank hold VOOV as of Q3 2024.

Silicon Valley Capital Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 4,530 Vanguard S&P 500 Value ETF shares in Q3 2024, an estimated $796K.
Silicon Valley Capital Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2019 and held it in 11 quarters.
Silicon Valley Capital Partners's Vanguard S&P 500 Value ETF position peaked at $818K in Q1 2024.
355 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2024, filed 30 Oct 2024.