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

Sugarloaf 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
2024 Q4	$187K	Hold	347	–	–	0.04%	169
2024 Q3	$183K	Buy	347 +27	+8%	+$13.7K	0.03%	180
2024 Q2	$160K	Sell	320 -157	-33%	-$75.5K	0.03%	182
2024 Q1	$229K	Sell	477 -1,061	-69%	-$486K	0.05%	132
2023 Q4	$672K	Buy	1,538 +229	+17%	+$93.8K	0.16%	68
2023 Q3	$514K	Buy	1,309 +122	+10%	+$49.9K	0.13%	80
2023 Q2	$483K	Buy	1,187 +195	+20%	+$75.2K	0.11%	82
2023 Q1	$373K	Buy	992 +335	+51%	+$123K	0.09%	91
2022 Q4	$231K	Buy	657 +222	+51%	+$78.4K	0.06%	115
2022 Q3	$143K	Buy	435 +2	+0.5%	+$730	0.04%	158
2022 Q2	$150K	Hold	433	–	–	0.04%	150
2022 Q1	$180K	Buy	433 +1	+0.2%	+$409	0.04%	132
2021 Q4	$188K	Buy	432 +3	+0.7%	+$1.27K	0.04%	134
2021 Q3	$169K	Sell	429 -140	-25%	-$56.8K	0.04%	139
2021 Q2	$224K	Sell	569 -89	-14%	-$34.2K	0.06%	114
2021 Q1	$414	Buy	658 +635	+2,761%	+$225K	0.12%	77
2020 Q4	$8K	Buy	+23	New	+$7.5K	﹤0.01%	502

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Sugarloaf Wealth Management's VOO Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2024 at 347 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #169.

Sugarloaf Wealth Management first reported a position in VOO in Q4 2020 and has held it in 17 quarters since. The position peaked at $672K in Q4 2023. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

Sugarloaf Wealth Management held 347 shares of Vanguard S&P 500 ETF worth $187K as of Q4 2024.
Sugarloaf Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q4 2024.
Vanguard S&P 500 ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #169 holding.
Sugarloaf Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 17 quarters since.
Sugarloaf Wealth Management's Vanguard S&P 500 ETF position peaked at $672K in Q4 2023.
3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.