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

Southern 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
2023 Q1	$13.9M	Buy	36,935 +693	+2%	+$254K	5.39%	6
2022 Q4	$12.7M	Sell	36,242 -3,757	-9%	-$1.33M	5.12%	6
2022 Q3	$14.2M	Buy	39,999 +3,510	+10%	+$1.28M	5.71%	6
2022 Q2	$12.7M	Buy	36,489 +4,906	+16%	+$1.85M	4.85%	6
2022 Q1	$13.1M	Buy	31,583 +1,229	+4%	+$503K	4.27%	9
2021 Q4	$13.3M	Sell	30,354 -3,250	-10%	-$1.37M	5.24%	4
2021 Q3	$13.3M	Buy	33,604 +564	+2%	+$229K	3.9%	9
2021 Q2	$13.4M	Buy	33,040 +140	+0.4%	+$53.7K	3.88%	10
2021 Q1	$12M	Buy	32,900 +654	+2%	+$232K	3.95%	8
2020 Q4	$11.1M	Buy	32,246 +2,003	+7%	+$653K	4.2%	9
2020 Q3	$9.3M	Buy	30,243 +8,270	+38%	+$2.52M	3.43%	9
2020 Q2	$6.23M	Buy	21,973 +17,616	+404%	+$4.74M	1.21%	9
2020 Q1	$1.03M	Buy	4,357 +1,634	+60%	+$458K	0.21%	32
2019 Q4	$805K	Buy	+2,723	New	+$770K	0.15%	37

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Southern Wealth Management's VOO Position: Q1 2023 in Review

Southern Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q1 2023, buying an estimated $254K and bringing the position to 36,935 shares worth $13.9M. The position accounts for 5.39% of the portfolio, ranked #6.

Southern Wealth Management first reported a position in VOO in Q4 2019 and has held it in 14 quarters since. The position peaked at $14.2M in Q3 2022. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Southern Wealth Management held 36,935 shares of Vanguard S&P 500 ETF worth $13.9M as of Q1 2023.
Southern Wealth Management bought 693 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $254K.
Vanguard S&P 500 ETF made up 5.39% of Southern Wealth Management's portfolio in Q1 2023, its #6 holding.
Southern Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 14 quarters since.
Southern Wealth Management's Vanguard S&P 500 ETF position peaked at $14.2M in Q3 2022.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.