TRUADVICE’s Vanguard S&P 500 ETF VOO Stock Holding History

TRUADVICE’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 Q3	$432K	Buy	1,066 +164	+18%	+$67.1K	0.17%	144
2023 Q2	$370K	Buy	+902	New	+$348K	0.14%	161
2021 Q3	–	Sell	-8,868	Closed	-$3.58M	–	282
2021 Q2	$3.58M	Buy	+8,868	New	+$3.4M	0.78%	32

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

TRUADVICE's VOO Position: Q3 2023 in Review

TRUADVICE increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q3 2023, buying an estimated $67.1K and bringing the position to 1,066 shares worth $432K. The position accounts for 0.17% of the portfolio, ranked #144.

TRUADVICE first reported a position in VOO in Q2 2021 and has held it in 3 quarters since. The position peaked at $3.58M in Q2 2021. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

TRUADVICE held 1,066 shares of Vanguard S&P 500 ETF worth $432K as of Q3 2023.
TRUADVICE bought 164 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $67.1K.
Vanguard S&P 500 ETF made up 0.17% of TRUADVICE's portfolio in Q3 2023, its #144 holding.
TRUADVICE first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 3 quarters since.
TRUADVICE's Vanguard S&P 500 ETF position peaked at $3.58M in Q2 2021.
2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.