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

AllSquare 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
2025 Q3	$157K	Hold	256	–	–	0.08%	126
2025 Q2	$145K	Hold	256	–	–	0.08%	127
2025 Q1	$132K	Hold	256	–	–	0.08%	131
2024 Q4	$138K	Hold	256	–	–	0.08%	129
2024 Q3	$135K	Hold	256	–	–	0.08%	132
2024 Q2	$128K	Buy	256 +21	+9%	+$10.1K	0.08%	132
2024 Q1	$113K	Hold	235	–	–	0.07%	139
2023 Q4	$103K	Buy	235 +70	+42%	+$28.7K	0.06%	141
2023 Q3	$64.8K	Hold	165	–	–	0.04%	174
2023 Q2	$63.7K	Sell	165 -30	-15%	-$11.6K	0.04%	180
2023 Q1	$73.3K	Buy	195 +12	+7%	+$4.4K	0.05%	173
2022 Q4	$64.3K	Hold	183	–	–	0.04%	178
2022 Q3	$60K	Hold	183	–	–	0.04%	175
2022 Q2	$63K	Hold	183	–	–	0.04%	175
2022 Q1	$76K	Sell	183 -20	-10%	-$8.19K	0.05%	175
2021 Q4	$89K	Hold	203	–	–	0.05%	167
2021 Q3	$80K	Hold	203	–	–	0.05%	178
2021 Q2	$80K	Hold	203	–	–	0.05%	185
2021 Q1	$74K	Hold	203	–	–	0.05%	180
2020 Q4	$70K	Hold	203	–	–	0.05%	172
2020 Q3	$62K	Hold	203	–	–	0.05%	170
2020 Q2	$58K	Hold	203	–	–	0.04%	167
2020 Q1	$48K	Hold	203	–	–	0.04%	167
2019 Q4	$60K	Hold	203	–	–	0.04%	169
2019 Q3	$55K	Hold	203	–	–	0.04%	175
2019 Q2	$55K	Hold	203	–	–	0.04%	176
2019 Q1	$53K	Hold	203	–	–	0.04%	177
2018 Q4	$47K	Hold	203	–	–	0.04%	169
2018 Q3	$54K	Hold	203	–	–	0.04%	171
2018 Q2	$51K	Buy	+203	New	+$50.4K	0.04%	173

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllSquare Wealth Management's VOO Position: Q3 2025 in Review

AllSquare Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2025 at 256 shares worth $157K. The position accounts for 0.08% of the portfolio, ranked #126.

AllSquare Wealth Management first reported a position in VOO in Q2 2018 and has held it in 30 quarters since. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

AllSquare Wealth Management held 256 shares of Vanguard S&P 500 ETF worth $157K as of Q3 2025.
AllSquare Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2025.
Vanguard S&P 500 ETF made up 0.08% of AllSquare Wealth Management's portfolio in Q3 2025, its #126 holding.
AllSquare Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 30 quarters since.
3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.