SEC 13F Intelligence

Truvvo Partners LLC / VOO

Truvvo Partners LLC’s Vanguard Index Fds Position

Does Truvvo Partners LLC own Vanguard Index Fds (VOO)? Yes — 2.1K shares worth $703,000 (+13.48% of its 13F portfolio) as of Q3 2022.

Position Value
$703,000
Q3 2022
Shares
2.1K
% of Portfolio
+13.48%
Quarters Held
4
currently held

Position History VOO

Reported value by quarter
Q4 ’21: $931,000Q4 ’21Q1 ’22: $885,000Q1 ’22Q2 ’22: $743,000Q2 ’22Q3 ’22: $703,000Q3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20222.1K$703,000+13.48%
Q2 20222.1K$743,000+12.41%
Q1 20222.1K$885,000+13.91%
Q4 20212.1K$931,000+9.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truvvo Partners LLC’s full portfolio or all institutional holders of VOO.