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

Simplicity Wealth’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
-3,703
Closed -$668K – 1305
2024
Q1 		$668K Buy
+3,703
New +$636K 0.02% 638

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

Simplicity Wealth's VOOV Position: Q2 2024 in Review

Simplicity Wealth sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2024, closing a stake of 3,703 shares — an estimated $668K sold.

Simplicity Wealth first reported a position in VOOV in Q1 2024 and held it in 1 quarter. The position peaked at $668K in Q1 2024. 329 funds tracked by Wall St. Rank hold VOOV as of Q2 2024.

  • Simplicity Wealth reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,703 Vanguard S&P 500 Value ETF shares in Q2 2024, an estimated $668K.
  • Simplicity Wealth first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Vanguard S&P 500 Value ETF position peaked at $668K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.