Sonora Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Sonora Investment Management’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
2021 Q3	$180K	Buy	457 +8	+2%	+$3.25K	0.02%	212
2021 Q2	$177K	Sell	449 -102	-19%	-$39.2K	0.02%	206
2021 Q1	$201K	Buy	551 +90	+20%	+$31.9K	0.02%	292
2020 Q4	$158K	Hold	461	–	–	0.01%	328
2020 Q3	$142K	Hold	461	–	–	0.01%	313
2020 Q2	$131K	Sell	461 -55	-11%	-$14.8K	0.01%	289
2020 Q1	$122K	Sell	516 -414	-45%	-$116K	0.01%	281
2019 Q4	$275K	Buy	930 +912	+5,067%	+$258K	0.03%	229
2019 Q3	$5K	Hold	18	–	–	﹤0.01%	1412
2019 Q2	$5K	Buy	+18	New	+$4.76K	﹤0.01%	1392

Other funds holding VOO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sonora Investment Management's VOO Position: Q3 2021 in Review

Sonora Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q3 2021, buying an estimated $3.25K and bringing the position to 457 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #212.

Sonora Investment Management first reported a position in VOO in Q2 2019 and has held it in 10 quarters since. The position peaked at $275K in Q4 2019. 1,794 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

Sonora Investment Management held 457 shares of Vanguard S&P 500 ETF worth $180K as of Q3 2021.
Sonora Investment Management bought 8 Vanguard S&P 500 ETF shares in Q3 2021, an estimated $3.25K.
Vanguard S&P 500 ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #212 holding.
Sonora Investment Management first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 10 quarters since.
Sonora Investment Management's Vanguard S&P 500 ETF position peaked at $275K in Q4 2019.
1,794 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.