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

VitalStone Financial’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
2024 Q3	$2.95M	Buy	5,587 +1,323	+31%	+$672K	2.01%	12
2024 Q2	$2.13M	Buy	4,264 +1,301	+44%	+$626K	1.55%	14
2024 Q1	$1.42M	Buy	2,963 +258	+10%	+$118K	1.09%	21
2023 Q4	$1.18M	Buy	2,705 +10	+0.4%	+$4.09K	0.94%	23
2023 Q3	$1.09M	Sell	2,695 -1,448	-35%	-$592K	0.92%	22
2023 Q2	$1.56M	Buy	4,143 +1,699	+70%	+$655K	0.87%	18
2023 Q1	$1.07M	Sell	2,444 -1,829	-43%	-$671K	0.88%	27
2022 Q4	$1.5M	Buy	+4,273	New	+$1.51M	1.03%	18

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

VitalStone Financial's VOO Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q3 2024, buying an estimated $672K and bringing the position to 5,587 shares worth $2.95M. The position accounts for 2.01% of the portfolio, ranked #12.

VitalStone Financial first reported a position in VOO in Q4 2022 and has held it in 8 quarters since. 2,928 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

VitalStone Financial held 5,587 shares of Vanguard S&P 500 ETF worth $2.95M as of Q3 2024.
VitalStone Financial bought 1,323 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $672K.
Vanguard S&P 500 ETF made up 2.01% of VitalStone Financial's portfolio in Q3 2024, its #12 holding.
VitalStone Financial first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
2,928 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.