WFS
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Widmann Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-85
Closed -$37K – 450
2021
Q4 		$37K Buy
+85
New +$35.9K 0.03% 206

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

Widmann Financial Services's VOO Position: Q1 2022 in Review

Widmann Financial Services sold out of Vanguard S&P 500 ETF (VOO) in Q1 2022, closing a stake of 85 shares — an estimated $37K sold.

Widmann Financial Services first reported a position in VOO in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 2,128 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

  • Widmann Financial Services reported no remaining Vanguard S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 85 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $37K.
  • Widmann Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Vanguard S&P 500 ETF position peaked at $37K in Q4 2021.
  • 2,128 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.