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

Vontobel Swiss 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 		– Sell
-2,500
Closed -$682K – 103
2019
Q3 		$682K Hold
2,500
– – 0.44% 58
2019
Q2 		$673K Buy
+2,500
New +$661K 0.36% 64

Other funds holding VOO

Bank of America
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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

Vontobel Swiss Wealth Advisors's VOO Position: Q4 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q4 2019, closing a stake of 2,500 shares — an estimated $682K sold.

Vontobel Swiss Wealth Advisors first reported a position in VOO in Q2 2019 and held it in 2 quarters. The position peaked at $682K in Q3 2019. 1,347 funds tracked by Wall St. Rank hold VOO as of Q4 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q4 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 2,500 Vanguard S&P 500 ETF shares in Q4 2019, an estimated $682K.
  • Vontobel Swiss Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2019 and held it in 2 quarters.
  • Vontobel Swiss Wealth Advisors's Vanguard S&P 500 ETF position peaked at $682K in Q3 2019.
  • 1,347 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.