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West Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

West Financial Advisors’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
2023
Q2 		– Sell
-857
Closed -$126K – 202
2023
Q1 		$126K Buy
+857
New +$125K 0.03% 64

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

West Financial Advisors's VOOV Position: Q2 2023 in Review

West Financial Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2023, closing a stake of 857 shares — an estimated $126K sold.

West Financial Advisors first reported a position in VOOV in Q1 2023 and held it in 1 quarter. The position peaked at $126K in Q1 2023. 287 funds tracked by Wall St. Rank hold VOOV as of Q2 2023.

  • West Financial Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
  • West Financial Advisors sold 857 Vanguard S&P 500 Value ETF shares in Q2 2023, an estimated $126K.
  • West Financial Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2023 and held it in 1 quarter.
  • West Financial Advisors's Vanguard S&P 500 Value ETF position peaked at $126K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2023.

Based on West Financial Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.