Spectrum Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Spectrum Management Group’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
2022 Q3	$81K	Hold	247	–	–	0.02%	132
2022 Q2	$86K	Sell	247 -7	-3%	-$2.64K	0.02%	127
2022 Q1	$105K	Buy	254 +150	+144%	+$61.4K	0.02%	134
2021 Q4	$45K	Buy	104 +9	+9%	+$3.8K	0.01%	159
2021 Q3	$37K	Hold	95	–	–	0.01%	206
2021 Q2	$37K	Hold	95	–	–	0.01%	166
2021 Q1	$35K	Hold	95	–	–	0.01%	160
2020 Q4	$33K	Hold	95	–	–	0.01%	157
2020 Q3	$29K	Hold	95	–	–	0.01%	166
2020 Q2	$27K	Hold	95	–	–	0.01%	166
2020 Q1	$22K	Hold	95	–	–	0.01%	156
2019 Q4	$28K	Buy	+95	New	+$26.9K	0.01%	171

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

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

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

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

Spectrum Management Group's VOO Position: Q3 2022 in Review

Spectrum Management Group held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2022 at 247 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #132.

Spectrum Management Group first reported a position in VOO in Q4 2019 and has held it in 12 quarters since. The position peaked at $105K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Spectrum Management Group held 247 shares of Vanguard S&P 500 ETF worth $81K as of Q3 2022.
Spectrum Management Group left its Vanguard S&P 500 ETF share count unchanged in Q3 2022.
Vanguard S&P 500 ETF made up 0.02% of Spectrum Management Group's portfolio in Q3 2022, its #132 holding.
Spectrum Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 12 quarters since.
Spectrum Management Group's Vanguard S&P 500 ETF position peaked at $105K in Q1 2022.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.