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

Wealth Advisory Solutions’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	-10,627	Closed	-$3.69M	–	162
2022 Q2	$3.69M	Buy	+10,627	New	+$4M	0.91%	42
2021 Q2	–	Sell	-1,933	Closed	-$704K	–	201
2021 Q1	$704K	Buy	+1,933	New	+$685K	0.53%	39

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wealth Advisory Solutions's VOO Position: Q3 2022 in Review

Wealth Advisory Solutions sold out of Vanguard S&P 500 ETF (VOO) in Q3 2022, closing a stake of 10,627 shares — an estimated $3.69M sold.

Wealth Advisory Solutions first reported a position in VOO in Q1 2021 and held it in 2 quarters. The position peaked at $3.69M in Q2 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Wealth Advisory Solutions reported no remaining Vanguard S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
Wealth Advisory Solutions sold 10,627 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $3.69M.
Wealth Advisory Solutions first reported a position in Vanguard S&P 500 ETF in Q1 2021 and held it in 2 quarters.
Wealth Advisory Solutions's Vanguard S&P 500 ETF position peaked at $3.69M in Q2 2022.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Wealth Advisory Solutions's 13F filing for Q3 2022, filed 16 Nov 2022.