WT Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

WT Wealth 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
2023 Q4	–	Sell	-644	Closed	-$253K	–	125
2023 Q3	$253K	Buy	644 +22	+4%	+$9K	0.11%	93
2023 Q2	$254K	Buy	+622	New	+$240K	0.11%	94

Other funds holding VOO

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WT Wealth Management's VOO Position: Q4 2023 in Review

WT Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2023, closing a stake of 644 shares — an estimated $253K sold.

WT Wealth Management first reported a position in VOO in Q2 2023 and held it in 2 quarters. The position peaked at $254K in Q2 2023. 2,663 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

WT Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
WT Wealth Management sold 644 Vanguard S&P 500 ETF shares in Q4 2023, an estimated $253K.
WT Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and held it in 2 quarters.
WT Wealth Management's Vanguard S&P 500 ETF position peaked at $254K in Q2 2023.
2,663 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on WT Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.