US Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

US Financial Advisors’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
2021 Q2	–	Sell	-5,708	Closed	-$2.08M	–	128
2021 Q1	$2.08M	Buy	5,708 +264	+5%	+$93.6K	0.58%	37
2020 Q4	$1.87M	Buy	+5,444	New	+$1.77M	0.56%	35
2016 Q2	$1.7M	Hold	9,030	–	–	3.42%	13
2016 Q1	$1.7M	Buy	9,030 +618	+7%	+$111K	2.96%	13
2015 Q4	$1.57M	Buy	8,412 +1,914	+29%	+$360K	1.49%	17
2015 Q3	$1.14M	Buy	6,498 +5,367	+475%	+$998K	1.9%	10
2015 Q2	$214K	Buy	+1,131	New	+$218K	0.2%	53

Other funds holding VOO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

US Financial Advisors's VOO Position: Q2 2021 in Review

US Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2021, closing a stake of 5,708 shares — an estimated $2.08M sold.

US Financial Advisors first reported a position in VOO in Q2 2015 and held it in 7 quarters. The position peaked at $2.08M in Q1 2021. 1,741 funds tracked by Wall St. Rank hold VOO as of Q2 2021.

US Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 5,708 Vanguard S&P 500 ETF shares in Q2 2021, an estimated $2.08M.
US Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2015 and held it in 7 quarters.
US Financial Advisors's Vanguard S&P 500 ETF position peaked at $2.08M in Q1 2021.
1,741 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.