Vigilant Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Vigilant Capital Management’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
2023 Q1	–	Sell	-111	Closed	-$39K	–	508
2022 Q4	$39K	Hold	111	–	–	﹤0.01%	294
2022 Q3	$36K	Sell	111 -162	-59%	-$59.2K	﹤0.01%	325
2022 Q2	$95K	Buy	273 +121	+80%	+$45.6K	0.01%	217
2022 Q1	$63K	Buy	152 +15	+11%	+$6.14K	﹤0.01%	265
2021 Q4	$60K	Buy	+137	New	+$57.8K	﹤0.01%	297
2020 Q1	–	Sell	-186	Closed	-$55K	–	452
2019 Q4	$55K	Buy	+186	New	+$52.6K	0.01%	270
2019 Q2	–	Sell	-140	Closed	-$36K	–	487
2019 Q1	$36K	Buy	140 +66	+89%	+$16.5K	0.01%	283
2018 Q4	$17K	Hold	74	–	–	﹤0.01%	344
2018 Q3	$20K	Hold	74	–	–	﹤0.01%	357
2018 Q2	$18K	Hold	74	–	–	﹤0.01%	370
2018 Q1	$18K	Buy	+74	New	+$18.6K	﹤0.01%	315

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vigilant Capital Management's VOO Position: Q1 2023 in Review

Vigilant Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2023, closing a stake of 111 shares — an estimated $39K sold.

Vigilant Capital Management first reported a position in VOO in Q1 2018 and held it in 11 quarters. The position peaked at $95K in Q2 2022. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Vigilant Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 111 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $39K.
Vigilant Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and held it in 11 quarters.
Vigilant Capital Management's Vanguard S&P 500 ETF position peaked at $95K in Q2 2022.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.