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

Affinity 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
2026 Q2	$279K	Sell	406 -37	-8%	-$24.7K	0.04%	98
2026 Q1	$265K	Hold	443	–	–	0.04%	87
2025 Q4	$278K	Buy	443 +33	+8%	+$20.5K	0.04%	85
2025 Q3	$251K	Buy	410 +35	+9%	+$20.6K	0.04%	88
2025 Q2	$213K	Buy	+375	New	+$197K	0.03%	97
2025 Q1	–	Sell	-464	Closed	-$250K	–	103
2024 Q4	$250K	Buy	+464	New	+$251K	0.04%	91

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Affinity Wealth Management's VOO Position: Q2 2026 in Review

Affinity Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 8.4% in Q2 2026, selling an estimated $24.7K and leaving 406 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #98.

Affinity Wealth Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Affinity Wealth Management held 406 shares of Vanguard S&P 500 ETF worth $279K as of Q2 2026.
Affinity Wealth Management sold 37 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $24.7K.
Vanguard S&P 500 ETF made up 0.04% of Affinity Wealth Management's portfolio in Q2 2026, its #98 holding.
Affinity Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.