Wealth Advisors of Tampa Bay’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealth Advisors of Tampa Bay’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 Q3	–	Sell	-1,262	Closed	-$340K	–	72
2019 Q2	$340K	Hold	1,262	–	–	0.25%	65
2019 Q1	$328K	Sell	1,262 -165	-12%	-$41.2K	0.24%	62
2018 Q4	$329K	Buy	1,427 +347	+32%	+$86K	0.27%	58
2018 Q3	$288K	Sell	1,080 -100	-8%	-$26.2K	0.2%	61
2018 Q2	$295K	Buy	1,180 +25	+2%	+$6.21K	0.23%	61
2018 Q1	$280K	Sell	1,155 -35	-3%	-$8.78K	0.2%	64
2017 Q4	$300K	Buy	+1,190	New	+$284K	0.21%	63

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 $424B AUM 22.96% 1-Year Est. Return

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

VMPIC

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Advisors of Tampa Bay's VOO Position: Q3 2019 in Review

Wealth Advisors of Tampa Bay sold out of Vanguard S&P 500 ETF (VOO) in Q3 2019, closing a stake of 1,262 shares — an estimated $340K sold.

Wealth Advisors of Tampa Bay first reported a position in VOO in Q4 2017 and held it in 7 quarters. The position peaked at $340K in Q2 2019. 1,126 funds tracked by Wall St. Rank hold VOO as of Q3 2019.

Wealth Advisors of Tampa Bay reported no remaining Vanguard S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 1,262 Vanguard S&P 500 ETF shares in Q3 2019, an estimated $340K.
Wealth Advisors of Tampa Bay first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 7 quarters.
Wealth Advisors of Tampa Bay's Vanguard S&P 500 ETF position peaked at $340K in Q2 2019.
1,126 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2019, filed 6 Nov 2019.