Tru Independence Asset Management 2’s Vanguard S&P 500 ETF VOO Stock Holding History

Tru Independence Asset Management 2’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 Q1	$318K	Buy	+847	New	+$311K	0.32%	54
2022 Q3	$5.75M	Buy	+17,522	New	+$6.4M	6.11%	5
2022 Q2	–	Sell	-1,074	Closed	-$446K	–	101
2022 Q1	$446K	Sell	1,074 -692	-39%	-$283K	0.26%	48
2021 Q4	$771K	Buy	1,766 +130	+8%	+$54.9K	0.41%	46
2021 Q3	$645K	Sell	1,636 -15	-0.9%	-$6.09K	0.46%	46
2021 Q2	$650K	Sell	1,651 -15,612	-90%	-$5.99M	0.44%	49
2021 Q1	$6.29M	Sell	17,263 -4,146	-19%	-$1.47M	4.97%	2
2020 Q4	$7.36M	Buy	+21,409	New	+$6.98M	6.2%	1

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tru Independence Asset Management 2's VOO Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2023: 847 shares worth $318K. The stake represents 0.32% of the portfolio and ranks #54 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in VOO as recently as Q3 2022.

Tru Independence Asset Management 2 first reported a position in VOO in Q4 2020 and has held it in 8 quarters since. The position peaked at $7.36M in Q4 2020. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Tru Independence Asset Management 2 held 847 shares of Vanguard S&P 500 ETF worth $318K as of Q1 2023.
Vanguard S&P 500 ETF was a new Tru Independence Asset Management 2 position in Q1 2023.
Vanguard S&P 500 ETF made up 0.32% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #54 holding.
Tru Independence Asset Management 2 first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 8 quarters since.
Tru Independence Asset Management 2's Vanguard S&P 500 ETF position peaked at $7.36M in Q4 2020.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.