Sound View Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Sound View Wealth Advisors’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
2019 Q1	$1.23M	Buy	4,745 +632	+15%	+$158K	0.39%	73
2018 Q4	$945K	Buy	+4,113	New	+$1.02M	0.34%	86

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound View Wealth Advisors's VOO Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2019, buying an estimated $158K and bringing the position to 4,745 shares worth $1.23M. The position accounts for 0.39% of the portfolio, ranked #73.

Sound View Wealth Advisors first reported a position in VOO in Q4 2018 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold VOO as of Q1 2019.

Sound View Wealth Advisors held 4,745 shares of Vanguard S&P 500 ETF worth $1.23M as of Q1 2019.
Sound View Wealth Advisors bought 632 Vanguard S&P 500 ETF shares in Q1 2019, an estimated $158K.
Vanguard S&P 500 ETF made up 0.39% of Sound View Wealth Advisors's portfolio in Q1 2019, its #73 holding.
Sound View Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 2 quarters since.
1,081 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.