Syverson Strege & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-10	Closed	-$3.76K	–	605
2023 Q1	$3.76K	Buy	+10	New	+$3.67K	﹤0.01%	385
2022 Q3	–	Sell	-455	Closed	-$158K	–	337
2022 Q2	$158K	Sell	455 -37	-8%	-$13.9K	0.06%	78
2022 Q1	$204K	Hold	492	–	–	0.22%	61
2021 Q4	$215K	Hold	492	–	–	0.16%	61
2021 Q3	$194K	Hold	492	–	–	0.15%	61
2021 Q2	$194K	Hold	492	–	–	0.17%	54
2021 Q1	$179K	Buy	492 +163	+50%	+$57.8K	0.19%	59
2020 Q4	$113K	Buy	+329	New	+$107K	0.11%	81

Other funds holding VOO

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Syverson Strege & Co's VOO Position: Q2 2023 in Review

Syverson Strege & Co sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 10 shares — an estimated $3.76K sold.

Syverson Strege & Co first reported a position in VOO in Q4 2020 and held it in 8 quarters. The position peaked at $215K in Q4 2021. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Syverson Strege & Co reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 10 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $3.76K.
Syverson Strege & Co first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 8 quarters.
Syverson Strege & Co's Vanguard S&P 500 ETF position peaked at $215K in Q4 2021.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.