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

SVA 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
2020
Q4 		$3.03M Buy
8,804
+970
+12% +$316K 0.26% 74
2020
Q3 		$2.41M Buy
7,834
+1
+0% +$305 0.24% 83
2020
Q2 		$2.22M Sell
7,833
-2,838
-27% -$764K 0.24% 83
2020
Q1 		$2.53M Sell
10,671
-288
-3% -$80.7K 0.29% 64
2019
Q4 		$3.24M Sell
10,959
-81
-0.7% -$22.9K 0.3% 70
2019
Q3 		$3.01M Sell
11,040
-54
-0.5% -$14.7K 0.3% 71
2019
Q2 		$2.99M Sell
11,094
-63
-0.6% -$16.7K 0.29% 72
2019
Q1 		$2.9M Sell
11,157
-1,811
-14% -$452K 0.28% 79
2018
Q4 		$2.98M Sell
12,968
-1,284
-9% -$318K 0.34% 69
2018
Q3 		$3.81M Sell
14,252
-693
-5% -$181K 0.39% 60
2018
Q2 		$3.73M Sell
14,945
-2,117
-12% -$526K 0.4% 59
2018
Q1 		$3.94M Buy
17,062
+1,804
+12% +$453K 0.49% 56
2017
Q4 		$3.74M Sell
15,258
-1,804
-11% -$431K 0.44% 61
2017
Q3 		$3.94M Sell
17,062
-407
-2% -$92.2K 0.49% 56
2017
Q2 		$3.88M Buy
17,469
+1,637
+10% +$360K 0.5% 58
2017
Q1 		$3.42M Sell
15,832
-9
-0.1% -$1.92K 0.46% 64
2016
Q4 		$3.25M Buy
15,841
+3,410
+27% +$684K 0.48% 66
2016
Q3 		$2.47M Buy
12,431
+1,144
+10% +$227K 0.38% 74
2016
Q2 		$2.17M Buy
11,287
+2,176
+24% +$414K 0.35% 80
2016
Q1 		$1.72M Buy
9,111
+1,265
+16% +$226K 0.28% 84
2015
Q4 		$1.47M Buy
7,846
+470
+6% +$88.5K 0.25% 96
2015
Q3 		$1.3M Buy
7,376
+209
+3% +$38.9K 0.24% 102
2015
Q2 		$1.35M Buy
7,167
+991
+16% +$191K 0.25% 99
2015
Q1 		$1.17M Buy
6,176
+1,953
+46% +$370K 0.21% 108
2014
Q4 		$796K Buy
+4,223
New +$778K 0.29% 80

Other funds holding VOO

Bank of America
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SVA Wealth Management's VOO Position: Q4 2020 in Review

SVA Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q4 2020, buying an estimated $316K and bringing the position to 8,804 shares worth $3.03M. The position accounts for 0.26% of the portfolio, ranked #74.

SVA Wealth Management first reported a position in VOO in Q4 2014 and has held it in 25 quarters since. The position peaked at $3.94M in Q1 2018. 1,656 funds tracked by Wall St. Rank hold VOO as of Q4 2020.

  • SVA Wealth Management held 8,804 shares of Vanguard S&P 500 ETF worth $3.03M as of Q4 2020.
  • SVA Wealth Management bought 970 Vanguard S&P 500 ETF shares in Q4 2020, an estimated $316K.
  • Vanguard S&P 500 ETF made up 0.26% of SVA Wealth Management's portfolio in Q4 2020, its #74 holding.
  • SVA Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 25 quarters since.
  • SVA Wealth Management's Vanguard S&P 500 ETF position peaked at $3.94M in Q1 2018.
  • 1,656 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.