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Tyler-Stone Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-338
Closed -$59.4K – 926
2024
Q2 		$59.4K Hold
338
– – 0.02% 347
2024
Q1 		$61K Hold
338
– – 0.03% 344
2023
Q4 		$56.8K Sell
338
-9
-3% -$1.4K 0.03% 340
2023
Q3 		$52K Hold
347
– – 0.03% 342
2023
Q2 		$54K Buy
+347
New +$51.7K 0.03% 334
2022
Q4 		$49K Hold
347
– – 0.03% 325
2022
Q3 		$43K Hold
347
– – 0.03% 322
2022
Q2 		$46K Hold
347
– – 0.03% 332
2022
Q1 		$52K Hold
347
– – 0.03% 339
2021
Q4 		$53K Buy
+347
New +$51K 0.03% 348

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return