W
VOO icon

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

WealthOne’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
Q3 		$827K Sell
2,105
-980
-32% -$401K 0.33% 33
2023
Q2 		$1.26M Sell
3,085
-38
-1% -$14.7K 0.46% 32
2023
Q1 		$1.17M Sell
3,123
-187
-6% -$68.6K 0.46% 30
2022
Q4 		$1.16M Sell
3,310
-14
-0.4% -$4.95K 0.47% 30
2022
Q3 		$1.09M Buy
3,324
+25
+0.8% +$9.13K 0.47% 32
2022
Q2 		$1.14M Sell
3,299
-37
-1% -$13.9K 0.47% 30
2022
Q1 		$1.39M Buy
3,336
+1,370
+70% +$561K 0.49% 29
2021
Q4 		$858K Sell
1,966
-2,717
-58% -$1.15M 0.3% 38
2021
Q3 		$1.85M Sell
4,683
-77
-2% -$31.2K 0.69% 24
2021
Q2 		$1.87M Sell
4,760
-417
-8% -$160K 0.73% 23
2021
Q1 		$1.89M Buy
5,177
+812
+19% +$288K 0.81% 22
2020
Q4 		$1.5M Buy
4,365
+1,143
+35% +$373K 0.72% 25
2020
Q3 		$991K Sell
3,222
-314
-9% -$95.7K 0.56% 27
2020
Q2 		$1M Buy
3,536
+48
+1% +$12.9K 0.62% 27
2020
Q1 		$826K Sell
3,488
-332
-9% -$93K 0.63% 24
2019
Q4 		$1.13M Buy
3,820
+349
+10% +$98.7K 0.7% 22
2019
Q3 		$946K Buy
3,471
+13
+0.4% +$3.53K 0.68% 23
2019
Q2 		$931K Sell
3,458
-60
-2% -$15.9K 0.66% 25
2019
Q1 		$913K Buy
3,518
+33
+0.9% +$8.24K 1.03% 18
2018
Q4 		$801K Buy
+3,485
New +$863K 0.7% 22

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return