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SimplyRich’s Vanguard S&P 500 ETF VOO Stock Holding History

SimplyRich’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-811
Closed -$405K – 227
2024
Q2 		$405K Hold
811
– – 0.13% 124
2024
Q1 		$390K Hold
811
– – 0.13% 128
2023
Q4 		$354K Buy
+811
New +$332K 0.12% 133
2023
Q3 		– Sell
-811
Closed -$330K – 168
2023
Q2 		$330K Hold
811
– – 0.12% 140
2023
Q1 		$304K Hold
811
– – 0.11% 140
2022
Q4 		$284K Hold
811
– – 0.11% 146
2022
Q3 		$266K Hold
811
– – 0.12% 139
2022
Q2 		$281K Hold
811
– – 0.12% 137
2022
Q1 		$336K Hold
811
– – 0.12% 139
2021
Q4 		$354K Hold
811
– – 0.12% 140
2021
Q3 		$319K Buy
+811
New +$329K 0.12% 142

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SimplyRich's VOO Position: Q3 2024 in Review

SimplyRich sold out of Vanguard S&P 500 ETF (VOO) in Q3 2024, closing a stake of 811 shares — an estimated $405K sold.

SimplyRich first reported a position in VOO in Q3 2021 and held it in 11 quarters. The position peaked at $405K in Q2 2024. 2,928 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • SimplyRich reported no remaining Vanguard S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • SimplyRich sold 811 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $405K.
  • SimplyRich first reported a position in Vanguard S&P 500 ETF in Q3 2021 and held it in 11 quarters.
  • SimplyRich's Vanguard S&P 500 ETF position peaked at $405K in Q2 2024.
  • 2,928 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on SimplyRich's 13F filing for Q3 2024, filed 18 Oct 2024.