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Wilson & Boucher Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Wilson & Boucher Capital Management’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
2024
Q4 		– Sell
-418
Closed -$220K – 117
2024
Q3 		$220K Buy
+418
New +$212K 0.15% 108

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wilson & Boucher Capital Management's VOO Position: Q4 2024 in Review

Wilson & Boucher Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2024, closing a stake of 418 shares — an estimated $220K sold.

Wilson & Boucher Capital Management first reported a position in VOO in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Wilson & Boucher Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Wilson & Boucher Capital Management sold 418 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $220K.
  • Wilson & Boucher Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and held it in 1 quarter.
  • Wilson & Boucher Capital Management's Vanguard S&P 500 ETF position peaked at $220K in Q3 2024.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Wilson & Boucher Capital Management's 13F filing for Q4 2024, filed 19 Feb 2025.