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

WealthStone’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
2020 Q3	–	Sell	-1,843	Closed	-$522K	–	247
2020 Q2	$522K	Buy	+1,843	New	+$496K	0.25%	59
2019 Q2	–	Hold	0	–	–	–	158

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthStone's VOO Position: Q3 2020 in Review

WealthStone sold out of Vanguard S&P 500 ETF (VOO) in Q3 2020, closing a stake of 1,843 shares — an estimated $522K sold.

WealthStone first reported a position in VOO in Q2 2020 and held it in 1 quarter. The position peaked at $522K in Q2 2020. 1,464 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

WealthStone reported no remaining Vanguard S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
WealthStone sold 1,843 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $522K.
WealthStone first reported a position in Vanguard S&P 500 ETF in Q2 2020 and held it in 1 quarter.
WealthStone's Vanguard S&P 500 ETF position peaked at $522K in Q2 2020.
1,464 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.