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Slocum, Gordon & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Slocum, Gordon & Co’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
-7
Closed -$3.72K – 151
2024
Q2 		$3.72K Hold
7
– – ﹤0.01% 129
2024
Q1 		$3.58K Buy
+7
New +$3.2K ﹤0.01% 123
2023
Q4 		– Sell
-7
Closed -$2.92K – 155
2023
Q3 		$2.92K Buy
+7
New +$2.86K ﹤0.01% 138

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

Slocum, Gordon & Co's VOO Position: Q3 2024 in Review

Slocum, Gordon & Co sold out of Vanguard S&P 500 ETF (VOO) in Q3 2024, closing a stake of 7 shares — an estimated $3.72K sold.

Slocum, Gordon & Co first reported a position in VOO in Q3 2023 and held it in 3 quarters. The position peaked at $3.72K in Q2 2024. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Slocum, Gordon & Co reported no remaining Vanguard S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Slocum, Gordon & Co sold 7 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $3.72K.
  • Slocum, Gordon & Co first reported a position in Vanguard S&P 500 ETF in Q3 2023 and held it in 3 quarters.
  • Slocum, Gordon & Co's Vanguard S&P 500 ETF position peaked at $3.72K in Q2 2024.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Slocum, Gordon & Co's 13F filing for Q3 2024, filed 4 Nov 2024.