Traverso Chambers Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Traverso Chambers Private Wealth 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
2023 Q4	$272K	Hold	622	–	–	0.07%	108
2023 Q3	$244K	Hold	622	–	–	0.07%	101
2023 Q2	$253K	Buy	+622	New	+$240K	0.07%	103

Other funds holding VOO

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Traverso Chambers Private Wealth Management's VOO Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2023 at 622 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #108.

Traverso Chambers Private Wealth Management first reported a position in VOO in Q2 2023 and has held it in 3 quarters since. 2,663 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

Traverso Chambers Private Wealth Management held 622 shares of Vanguard S&P 500 ETF worth $272K as of Q4 2023.
Traverso Chambers Private Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q4 2023.
Vanguard S&P 500 ETF made up 0.07% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #108 holding.
Traverso Chambers Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 3 quarters since.
2,663 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.