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Transamerica Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Transamerica Financial Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$1K – 695
2023
Q4 		$1K Sell
1
-47
-98% -$7.3K ﹤0.01% 605
2023
Q3 		$8K Hold
48
– – ﹤0.01% 342
2023
Q2 		$8K Sell
48
-43
-47% -$6.4K ﹤0.01% 314
2023
Q1 		$14K Hold
91
– – ﹤0.01% 315
2022
Q4 		$13K Buy
91
+48
+112% +$6.63K ﹤0.01% 316
2022
Q3 		$6K Buy
+43
New +$5.89K ﹤0.01% 337

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transamerica Financial Advisors's VOOV Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2024, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in VOOV in Q3 2022 and held it in 6 quarters. The position peaked at $14K in Q1 2023. 327 funds tracked by Wall St. Rank hold VOOV as of Q1 2024.

  • Transamerica Financial Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 Vanguard S&P 500 Value ETF share in Q1 2024, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in Vanguard S&P 500 Value ETF in Q3 2022 and held it in 6 quarters.
  • Transamerica Financial Advisors's Vanguard S&P 500 Value ETF position peaked at $14K in Q1 2023.
  • 327 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.