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Trademark Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Trademark Financial 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
2024
Q1 		– Sell
-7,432
Closed -$3.25M – 90
2023
Q4 		$3.25M Buy
+7,432
New +$3.04M 2.38% 11

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trademark Financial Management's VOO Position: Q1 2024 in Review

Trademark Financial Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2024, closing a stake of 7,432 shares — an estimated $3.25M sold.

Trademark Financial Management first reported a position in VOO in Q4 2023 and held it in 1 quarter. The position peaked at $3.25M in Q4 2023. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Trademark Financial Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Trademark Financial Management sold 7,432 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $3.25M.
  • Trademark Financial Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and held it in 1 quarter.
  • Trademark Financial Management's Vanguard S&P 500 ETF position peaked at $3.25M in Q4 2023.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.