Simplicity Solutions’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Simplicity Solutions’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
2023 Q4	$774K	Sell	4,609 -651	-12%	-$101K	0.02%	520
2023 Q3	$782K	Sell	5,260 -4,247	-45%	-$663K	0.03%	476
2023 Q2	$1.48M	Buy	9,507 +7,467	+366%	+$1.11M	0.04%	374
2023 Q1	$299K	Buy	+2,040	New	+$298K	0.01%	848
2021 Q1	–	Sell	-2,713	Closed	-$336K	–	965
2020 Q4	$336K	Buy	2,713 +415	+18%	+$48.6K	0.01%	761
2020 Q3	$250K	Buy	2,298 +270	+13%	+$29.5K	﹤0.01%	763
2020 Q2	$212K	Buy	+2,028	New	+$208K	﹤0.01%	816
2019 Q1	–	Sell	-2,807	Closed	-$274K	–	806
2018 Q4	$274K	Buy	+2,807	New	+$296K	0.04%	474

Other funds holding VOOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

SCM

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

Simplicity Solutions's VOOV Position: Q4 2023 in Review

Simplicity Solutions reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 12% in Q4 2023, selling an estimated $101K and leaving 4,609 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #520.

Simplicity Solutions first reported a position in VOOV in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.48M in Q2 2023. 308 funds tracked by Wall St. Rank hold VOOV as of Q4 2023.

Simplicity Solutions held 4,609 shares of Vanguard S&P 500 Value ETF worth $774K as of Q4 2023.
Simplicity Solutions sold 651 Vanguard S&P 500 Value ETF shares in Q4 2023, an estimated $101K.
Vanguard S&P 500 Value ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #520 holding.
Simplicity Solutions first reported a position in Vanguard S&P 500 Value ETF in Q4 2018 and has held it in 8 quarters since.
Simplicity Solutions's Vanguard S&P 500 Value ETF position peaked at $1.48M in Q2 2023.
308 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.