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

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
2023 Q3	$437K	Hold	1,114	–	–	0.2%	41
2023 Q2	$456K	Buy	+1,114	New	+$430K	0.19%	40
2022 Q2	–	Sell	-1,956	Closed	-$812K	–	71
2022 Q1	$812K	Sell	1,956 -9	-0.5%	-$3.68K	0.29%	36
2021 Q4	$858K	Hold	1,965	–	–	0.3%	35
2021 Q3	$775K	Hold	1,965	–	–	0.3%	34
2021 Q2	$793K	Hold	1,965	–	–	0.29%	36
2021 Q1	$745K	Hold	1,965	–	–	0.3%	37
2020 Q4	$675K	Hold	1,965	–	–	0.3%	40
2020 Q3	$620K	Hold	1,965	–	–	0.29%	38
2020 Q2	$572K	Hold	1,965	–	–	0.3%	37
2020 Q1	$504K	Hold	1,965	–	–	0.33%	34
2019 Q4	$608K	Buy	+1,965	New	+$556K	0.35%	39

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wealth Advisors's VOO Position: Q3 2023 in Review

Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2023 at 1,114 shares worth $437K. The position accounts for 0.2% of the portfolio, ranked #41.

Wealth Advisors first reported a position in VOO in Q4 2019 and has held it in 12 quarters since. The position peaked at $858K in Q4 2021. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Wealth Advisors held 1,114 shares of Vanguard S&P 500 ETF worth $437K as of Q3 2023.
Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2023.
Vanguard S&P 500 ETF made up 0.2% of Wealth Advisors's portfolio in Q3 2023, its #41 holding.
Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 12 quarters since.
Wealth Advisors's Vanguard S&P 500 ETF position peaked at $858K in Q4 2021.
2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.