Ten Capital Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Ten Capital Wealth Advisors’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	$585K	Sell	1,431 -19	-1%	-$7.33K	0.17%	50
2023 Q1	$545K	Buy	1,450 +1,265	+684%	+$464K	0.18%	44
2022 Q4	$65K	Buy	185 +23	+14%	+$8.13K	0.03%	156
2022 Q3	$53K	Buy	162 +120	+286%	+$43.8K	0.02%	151
2022 Q2	$15K	Buy	+42	New	+$15.8K	0.01%	232
2022 Q1	–	Sell	-77	Closed	-$34K	–	554
2021 Q4	$34K	Sell	77 -8	-9%	-$3.38K	0.01%	167
2021 Q3	$34K	Buy	85 +8	+10%	+$3.25K	0.02%	165
2021 Q2	$30K	Buy	+77	New	+$29.6K	0.01%	216

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

Ten Capital Wealth Advisors's VOO Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2023, selling an estimated $7.33K and leaving 1,431 shares worth $585K. The position accounts for 0.17% of the portfolio, ranked #50.

Ten Capital Wealth Advisors first reported a position in VOO in Q2 2021 and has held it in 8 quarters since. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Ten Capital Wealth Advisors held 1,431 shares of Vanguard S&P 500 ETF worth $585K as of Q2 2023.
Ten Capital Wealth Advisors sold 19 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $7.33K.
Vanguard S&P 500 ETF made up 0.17% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #50 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 8 quarters since.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.