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

Wealth Quarterback’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
2021
Q3 		$16K Buy
41
+10
+32% +$4.06K 0.01% 396
2021
Q2 		$13K Buy
+31
New +$11.9K 0.01% 422
2020
Q2 		– Sell
-242
Closed -$57.2K – 765
2020
Q1 		$57.2K Sell
242
-57,442
-100% -$16.1M 0.05% 206
2019
Q4 		$846 Buy
+57,684
New +$16.3M ﹤0.01% 867

Other funds holding VOO

Bank of America
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Quarterback's VOO Position: Q3 2021 in Review

Wealth Quarterback increased its Vanguard S&P 500 ETF (VOO) stake by 32% in Q3 2021, buying an estimated $4.06K and bringing the position to 41 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #396.

Wealth Quarterback first reported a position in VOO in Q4 2019 and has held it in 4 quarters since. The position peaked at $57.2K in Q1 2020. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

  • Wealth Quarterback held 41 shares of Vanguard S&P 500 ETF worth $16K as of Q3 2021.
  • Wealth Quarterback bought 10 Vanguard S&P 500 ETF shares in Q3 2021, an estimated $4.06K.
  • Vanguard S&P 500 ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #396 holding.
  • Wealth Quarterback first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Vanguard S&P 500 ETF position peaked at $57.2K in Q1 2020.
  • 1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.