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

Wealth Advisory Solutions’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,808	Closed	-$355K	–	189
2020 Q1	$355K	Sell	3,808 -669	-15%	-$76.8K	0.12%	121
2019 Q4	$562K	Buy	+4,477	New	+$538K	0.15%	110

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Wealth Advisory Solutions's VOOV Position: Q2 2020 in Review

Wealth Advisory Solutions sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2020, closing a stake of 3,808 shares — an estimated $355K sold.

Wealth Advisory Solutions first reported a position in VOOV in Q4 2019 and held it in 2 quarters. The position peaked at $562K in Q4 2019. 130 funds tracked by Wall St. Rank hold VOOV as of Q2 2020.

Wealth Advisory Solutions reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
Wealth Advisory Solutions sold 3,808 Vanguard S&P 500 Value ETF shares in Q2 2020, an estimated $355K.
Wealth Advisory Solutions first reported a position in Vanguard S&P 500 Value ETF in Q4 2019 and held it in 2 quarters.
Wealth Advisory Solutions's Vanguard S&P 500 Value ETF position peaked at $562K in Q4 2019.
130 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2020.

Based on Wealth Advisory Solutions's 13F filing for Q2 2020, filed 23 Dec 2020.