Surevest’s Vanguard S&P 500 ETF VOO Stock Holding History

Surevest’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	$2.6M	Sell	7,904 -97	-1%	-$35.4K	0.71%	59
2022 Q2	$2.78M	Hold	8,001	–	–	0.73%	56
2022 Q1	$3.32M	Sell	8,001 -18	-0.2%	-$7.37K	0.8%	53
2021 Q4	$3.5M	Buy	8,019 +29	+0.4%	+$12.2K	0.83%	58
2021 Q3	$3.15M	Sell	7,990 -55	-0.7%	-$22.3K	0.8%	61
2021 Q2	$3.17M	Buy	8,045 +461	+6%	+$177K	0.83%	63
2021 Q1	$2.76M	Buy	7,584 +25	+0.3%	+$8.87K	0.84%	62
2020 Q4	$2.6M	Buy	7,559 +124	+2%	+$40.4K	0.87%	62
2020 Q3	$2.29M	Buy	7,435 +145	+2%	+$44.2K	0.9%	59
2020 Q2	$2.07M	Buy	+7,290	New	+$1.96M	0.91%	61
2020 Q1	–	Sell	-790	Closed	-$234K	–	144
2019 Q4	$234K	Buy	+790	New	+$223K	0.1%	133

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

Surevest's VOO Position: Q3 2022 in Review

Surevest reduced its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q3 2022, selling an estimated $35.4K and leaving 7,904 shares worth $2.6M. The position accounts for 0.71% of the portfolio, ranked #59.

Surevest first reported a position in VOO in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.5M in Q4 2021. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Surevest held 7,904 shares of Vanguard S&P 500 ETF worth $2.6M as of Q3 2022.
Surevest sold 97 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $35.4K.
Vanguard S&P 500 ETF made up 0.71% of Surevest's portfolio in Q3 2022, its #59 holding.
Surevest first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 11 quarters since.
Surevest's Vanguard S&P 500 ETF position peaked at $3.5M in Q4 2021.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.