Vanguard Capital Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Vanguard Capital Wealth 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
2019 Q4	$251K	Hold	850	–	–	0.26%	107
2019 Q3	$231K	Hold	850	–	–	0.27%	100
2019 Q2	$228K	Hold	850	–	–	0.28%	93
2019 Q1	$220K	Buy	+850	New	+$212K	0.28%	101
2018 Q4	–	Sell	-850	Closed	-$226K	–	136
2018 Q3	$226K	Buy	+850	New	+$222K	0.26%	104
2018 Q1	–	Sell	-20,681	Closed	-$1.09M	–	138
2017 Q4	$1.09M	Buy	+20,681	New	+$4.94M	1.37%	21

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Vanguard Capital Wealth Advisors's VOO Position: Q4 2019 in Review

Vanguard Capital Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2019 at 850 shares worth $251K. The position accounts for 0.26% of the portfolio, ranked #107.

Vanguard Capital Wealth Advisors first reported a position in VOO in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2017. 1,347 funds tracked by Wall St. Rank hold VOO as of Q4 2019.

Vanguard Capital Wealth Advisors held 850 shares of Vanguard S&P 500 ETF worth $251K as of Q4 2019.
Vanguard Capital Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q4 2019.
Vanguard S&P 500 ETF made up 0.26% of Vanguard Capital Wealth Advisors's portfolio in Q4 2019, its #107 holding.
Vanguard Capital Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 6 quarters since.
Vanguard Capital Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.09M in Q4 2017.
1,347 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.