TrueWealth LLC’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

TrueWealth LLC’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
2020 Q2	$10K	Buy	+100	New	+$10.3K	﹤0.01%	472

Other funds holding VOOV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

TrueWealth LLC's VOOV Position: Q2 2020 in Review

TrueWealth LLC opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2020: 100 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

130 funds tracked by Wall St. Rank hold VOOV as of Q2 2020.

TrueWealth LLC held 100 shares of Vanguard S&P 500 Value ETF worth $10K as of Q2 2020.
Vanguard S&P 500 Value ETF was a new TrueWealth LLC position in Q2 2020.
Vanguard S&P 500 Value ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #472 holding.
130 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.