WA
VOO icon

Wambolt & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Wambolt & Associates’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
2022
Q3 		– Sell
-580
Closed -$201K – 241
2022
Q2 		$201K Buy
+580
New +$218K 0.08% 229

Other funds holding VOO

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wambolt & Associates's VOO Position: Q3 2022 in Review

Wambolt & Associates sold out of Vanguard S&P 500 ETF (VOO) in Q3 2022, closing a stake of 580 shares — an estimated $201K sold.

Wambolt & Associates first reported a position in VOO in Q2 2022 and held it in 1 quarter. The position peaked at $201K in Q2 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

  • Wambolt & Associates reported no remaining Vanguard S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Wambolt & Associates sold 580 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $201K.
  • Wambolt & Associates first reported a position in Vanguard S&P 500 ETF in Q2 2022 and held it in 1 quarter.
  • Wambolt & Associates's Vanguard S&P 500 ETF position peaked at $201K in Q2 2022.
  • 2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Wambolt & Associates's 13F filing for Q3 2022, filed 19 Oct 2022.