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

Truvvo Partners’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
2022 Q3	$703K	Hold	2,132	–	–	13.48%	3
2022 Q2	$743K	Hold	2,132	–	–	12.41%	4
2022 Q1	$885K	Hold	2,132	–	–	13.91%	3
2021 Q4	$931K	Buy	+2,132	New	+$900K	9.92%	4

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Truvvo Partners's VOO Position: Q3 2022 in Review

Truvvo Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2022 at 2,132 shares worth $703K. The position accounts for 13.48% of the portfolio, ranked #3.

Truvvo Partners first reported a position in VOO in Q4 2021 and has held it in 4 quarters since. The position peaked at $931K in Q4 2021. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Truvvo Partners held 2,132 shares of Vanguard S&P 500 ETF worth $703K as of Q3 2022.
Truvvo Partners left its Vanguard S&P 500 ETF share count unchanged in Q3 2022.
Vanguard S&P 500 ETF made up 13.48% of Truvvo Partners's portfolio in Q3 2022, its #3 holding.
Truvvo Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
Truvvo Partners's Vanguard S&P 500 ETF position peaked at $931K in Q4 2021.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Truvvo Partners's 13F filing for Q3 2022, filed 15 Nov 2022.