WAM
VOOV icon

Wealthspire Advisors (Maryland)’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-85
Closed -$9K – 1996
2019
Q1 		$9K Buy
+85
New +$9K ﹤0.01% 1592

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VOOV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2019, closing a stake of 85 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in VOOV in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 111 funds tracked by Wall St. Rank hold VOOV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 85 Vanguard S&P 500 Value ETF shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard S&P 500 Value ETF in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Vanguard S&P 500 Value ETF position peaked at $9K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.