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

Stapp 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
2022
Q4 		– Sell
-175
Closed -$57K – 107
2022
Q3 		$57K Buy
+175
New +$63.9K 0.17% 25

Other funds holding VOO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
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

Stapp Wealth Management's VOO Position: Q4 2022 in Review

Stapp Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 175 shares — an estimated $57K sold.

Stapp Wealth Management first reported a position in VOO in Q3 2022 and held it in 1 quarter. The position peaked at $57K in Q3 2022. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

  • Stapp Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 175 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $57K.
  • Stapp Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Vanguard S&P 500 ETF position peaked at $57K in Q3 2022.
  • 2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.