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Soundmark Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Soundmark Wealth 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
2024
Q2 		– Sell
-13,156
Closed -$6.32M – 57
2024
Q1 		$6.32M Buy
13,156
+172
+1% +$78.7K 2.81% 12
2023
Q4 		$5.67M Sell
12,984
-991
-7% -$406K 2.8% 14
2023
Q3 		$5.49M Buy
13,975
+1,513
+12% +$619K 3.05% 12
2023
Q2 		$5.08M Buy
12,462
+113
+0.9% +$43.6K 2.83% 14
2023
Q1 		$4.64M Buy
12,349
+1,568
+15% +$575K 2.78% 15
2022
Q4 		$3.79M Sell
10,781
-553
-5% -$195K 2.44% 17
2022
Q3 		$3.72M Sell
11,334
-780
-6% -$285K 2.61% 13
2022
Q2 		$4.2M Sell
12,114
-2,314
-16% -$872K 2.99% 12
2022
Q1 		$5.99M Buy
14,428
+781
+6% +$320K 4.19% 6
2021
Q4 		$5.96M Sell
13,647
-9,869
-42% -$4.17M 4.07% 6
2021
Q3 		$9.28M Buy
23,516
+4,706
+25% +$1.91M 3.34% 10
2021
Q2 		$7.39M Buy
18,810
+1,407
+8% +$540K 3.04% 10
2021
Q1 		$6.34M Buy
17,403
+3,532
+25% +$1.25M 3.48% 9
2020
Q4 		$4.77M Buy
+13,871
New +$4.52M 3.04% 11

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Soundmark Wealth Management's VOO Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 13,156 shares — an estimated $6.32M sold.

Soundmark Wealth Management first reported a position in VOO in Q4 2020 and held it in 14 quarters. The position peaked at $9.28M in Q3 2021. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 13,156 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $6.32M.
  • Soundmark Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Vanguard S&P 500 ETF position peaked at $9.28M in Q3 2021.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.