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

Wealth CMT’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 Q2	–	Sell	-886	Closed	-$333K	–	26
2023 Q1	$333K	Hold	886	–	–	0.37%	19
2022 Q4	$311K	Buy	+886	New	+$313K	0.17%	29

Other funds holding VOO

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Wealth CMT's VOO Position: Q2 2023 in Review

Wealth CMT sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 886 shares — an estimated $333K sold.

Wealth CMT first reported a position in VOO in Q4 2022 and held it in 2 quarters. The position peaked at $333K in Q1 2023. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Wealth CMT reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
Wealth CMT sold 886 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $333K.
Wealth CMT first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 2 quarters.
Wealth CMT's Vanguard S&P 500 ETF position peaked at $333K in Q1 2023.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Wealth CMT's 13F filing for Q2 2023, filed 12 Jul 2023.