WFO
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Wealthgate Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealthgate Family Office’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
Q4 		– Sell
-410
Closed -$162K – 61
2021
Q3 		$162K Hold
410
– – 0.25% 31
2021
Q2 		$161K Hold
410
– – 0.32% 13
2021
Q1 		$149K Hold
410
– – 0.2% 36
2020
Q4 		$141K Buy
+410
New +$134K 0.21% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

Wealthgate Family Office's VOO Position: Q4 2021 in Review

Wealthgate Family Office sold out of Vanguard S&P 500 ETF (VOO) in Q4 2021, closing a stake of 410 shares — an estimated $162K sold.

Wealthgate Family Office first reported a position in VOO in Q4 2020 and held it in 4 quarters. The position peaked at $162K in Q3 2021. 2,107 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

  • Wealthgate Family Office reported no remaining Vanguard S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 410 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $162K.
  • Wealthgate Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 4 quarters.
  • Wealthgate Family Office's Vanguard S&P 500 ETF position peaked at $162K in Q3 2021.
  • 2,107 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.