Turim 21 Investimentos’s Vanguard S&P 500 ETF VOO Stock Holding History

Turim 21 Investimentos’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	–	Sell	-256	Closed	-$89K	–	112
2022 Q2	$89K	Hold	256	–	–	0.08%	45
2022 Q1	$106K	Buy	256 +224	+700%	+$91.7K	0.05%	56
2021 Q4	$14K	Hold	32	–	–	0.01%	76
2021 Q3	$13K	Hold	32	–	–	0.01%	78
2021 Q2	$13K	Buy	+32	New	+$12.3K	﹤0.01%	93
2021 Q1	–	Sell	-32	Closed	-$11K	–	169
2020 Q4	$11K	Buy	32 +24	+300%	+$7.82K	0.06%	68
2020 Q3	$2K	Buy	+8	New	+$2.44K	﹤0.01%	65

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

Turim 21 Investimentos's VOO Position: Q3 2022 in Review

Turim 21 Investimentos sold out of Vanguard S&P 500 ETF (VOO) in Q3 2022, closing a stake of 256 shares — an estimated $89K sold.

Turim 21 Investimentos first reported a position in VOO in Q3 2020 and held it in 7 quarters. The position peaked at $106K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Turim 21 Investimentos reported no remaining Vanguard S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
Turim 21 Investimentos sold 256 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $89K.
Turim 21 Investimentos first reported a position in Vanguard S&P 500 ETF in Q3 2020 and held it in 7 quarters.
Turim 21 Investimentos's Vanguard S&P 500 ETF position peaked at $106K in Q1 2022.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Turim 21 Investimentos's 13F filing for Q3 2022, filed 14 Nov 2022.