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

Ameliora 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 Q1	$1.15M	Sell	1,920 -390	-17%	-$244K	0.37%	44
2025 Q4	$1.45M	Buy	2,310 +160	+7%	+$99.4K	0.44%	40
2025 Q3	$1.32M	Buy	2,150 +120	+6%	+$70.7K	0.44%	41
2025 Q2	$1.15M	Buy	2,030 +223	+12%	+$117K	0.41%	41
2025 Q1	$929K	Sell	1,807 -1,258	-41%	-$680K	0.35%	42
2024 Q4	$1.65M	Sell	3,065 -365	-11%	-$198K	0.62%	35
2024 Q3	$1.81M	Buy	3,430 +1,805	+111%	+$917K	0.75%	32
2024 Q2	$813K	Buy	1,625 +100	+7%	+$48.1K	0.37%	46
2024 Q1	$733K	Buy	1,525 +1,100	+259%	+$503K	0.33%	49
2023 Q4	$186K	Buy	+425	New	+$174K	0.09%	79
2023 Q3	–	Sell	-290	Closed	-$108K	–	220
2023 Q2	$108K	Hold	290	–	–	0.07%	98
2023 Q1	$108K	Sell	290 -420	-59%	-$154K	0.06%	104
2022 Q4	$249K	Buy	+710	New	+$251K	0.13%	62
2022 Q3	–	Sell	-782	Closed	-$271K	–	236
2022 Q2	$271K	Hold	782	–	–	0.32%	31
2022 Q1	$298K	Buy	782 +515	+193%	+$211K	0.2%	34
2021 Q4	$106K	Buy	+267	New	+$113K	0.1%	29

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Ameliora Wealth Management's VOO Position: Q1 2026 in Review

Ameliora Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 17% in Q1 2026, selling an estimated $244K and leaving 1,920 shares worth $1.15M. The position accounts for 0.37% of the portfolio, ranked #44.

Ameliora Wealth Management first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.81M in Q3 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Ameliora Wealth Management held 1,920 shares of Vanguard S&P 500 ETF worth $1.15M as of Q1 2026.
Ameliora Wealth Management sold 390 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $244K.
Vanguard S&P 500 ETF made up 0.37% of Ameliora Wealth Management's portfolio in Q1 2026, its #44 holding.
Ameliora Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Ameliora Wealth Management's Vanguard S&P 500 ETF position peaked at $1.81M in Q3 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.