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

swisspartners’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 Q1	–	Sell	-1,200	Closed	-$531K	–	88
2021 Q4	$531K	Sell	1,200 -150	-11%	-$63.3K	0.38%	52
2021 Q3	$533K	Sell	1,350 -230	-15%	-$93.3K	0.41%	51
2021 Q2	$622K	Hold	1,580	–	–	0.44%	55
2021 Q1	$577K	Hold	1,580	–	–	0.47%	52
2020 Q4	$534K	Buy	+1,580	New	+$515K	0.47%	48

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

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

PPA

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

swisspartners's VOO Position: Q1 2022 in Review

swisspartners sold out of Vanguard S&P 500 ETF (VOO) in Q1 2022, closing a stake of 1,200 shares — an estimated $531K sold.

swisspartners first reported a position in VOO in Q4 2020 and held it in 5 quarters. The position peaked at $622K in Q2 2021. 2,128 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

swisspartners reported no remaining Vanguard S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
swisspartners sold 1,200 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $531K.
swisspartners first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 5 quarters.
swisspartners's Vanguard S&P 500 ETF position peaked at $622K in Q2 2021.
2,128 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on swisspartners's 13F filing for Q1 2022, filed 4 May 2022.