SFS
VOOV icon

Sowell Financial Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Sowell Financial Services’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,705
Closed -$247K – 2684
2021
Q1 		$247K Buy
1,705
+152
+10% +$19.8K 0.01% 931
2020
Q4 		$192K Buy
+1,553
New +$182K 0.01% 866
2020
Q1 		– Sell
-574
Closed -$72K – 2718
2019
Q4 		$72K Buy
+574
New +$68.9K 0.01% 1011

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
HCM
HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $486M AUM 16.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return