Stevens First Principles Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Stevens First Principles Investment Advisors’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
2019 Q2	$3K	Hold	12	–	–	﹤0.01%	151
2019 Q1	$3K	Buy	12 +4	+50%	+$999	﹤0.01%	145
2018 Q4	$2K	Hold	8	–	–	﹤0.01%	150
2018 Q3	$2K	Hold	8	–	–	﹤0.01%	158
2018 Q2	$2K	Hold	8	–	–	﹤0.01%	152
2018 Q1	$2K	Sell	8 -2	-20%	-$502	﹤0.01%	150
2017 Q4	$2K	Hold	10	–	–	﹤0.01%	185
2017 Q3	$2K	Hold	10	–	–	﹤0.01%	171
2017 Q2	$2K	Hold	10	–	–	﹤0.01%	174
2017 Q1	$2K	Hold	10	–	–	﹤0.01%	157
2016 Q4	$2K	Hold	10	–	–	﹤0.01%	164
2016 Q3	$2K	Buy	+10	New	+$1.98K	﹤0.01%	148

Other funds holding VOO

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stevens First Principles Investment Advisors's VOO Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2019 at 12 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Stevens First Principles Investment Advisors first reported a position in VOO in Q3 2016 and has held it in 12 quarters since. 1,115 funds tracked by Wall St. Rank hold VOO as of Q2 2019.

Stevens First Principles Investment Advisors held 12 shares of Vanguard S&P 500 ETF worth $3K as of Q2 2019.
Stevens First Principles Investment Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2019.
Vanguard S&P 500 ETF made up ﹤0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #151 holding.
Stevens First Principles Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 12 quarters since.
1,115 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.