Steward Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Steward Financial 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
2023 Q3	–	Sell	-1,362	Closed	-$554K	–	1578
2023 Q2	$554K	Buy	+1,362	New	+$525K	0.18%	30
2022 Q4	–	Sell	-1,224	Closed	-$401K	–	823
2022 Q3	$401K	Buy	1,224 +5	+0.4%	+$1.83K	0.3%	29
2022 Q2	$422K	Hold	1,219	–	–	0.35%	24
2022 Q1	$506K	Hold	1,219	–	–	0.45%	13
2021 Q4	$532K	Buy	+1,219	New	+$515K	0.49%	12

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Steward Financial Group's VOO Position: Q3 2023 in Review

Steward Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q3 2023, closing a stake of 1,362 shares — an estimated $554K sold.

Steward Financial Group first reported a position in VOO in Q4 2021 and held it in 5 quarters. The position peaked at $554K in Q2 2023. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Steward Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
Steward Financial Group sold 1,362 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $554K.
Steward Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 5 quarters.
Steward Financial Group's Vanguard S&P 500 ETF position peaked at $554K in Q2 2023.
2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.