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

AMJ Financial 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	$690K	Sell	1,155 -162	-12%	-$101K	0.16%	60
2025 Q4	$826K	Sell	1,317 -28	-2%	-$17.4K	0.2%	65
2025 Q3	$824K	Sell	1,345 -315	-19%	-$186K	0.2%	58
2025 Q2	$943K	Sell	1,660 -570	-26%	-$300K	0.23%	54
2025 Q1	$1.15M	Buy	+2,230	New	+$1.21M	0.34%	45
2023 Q3	–	Sell	-565	Closed	-$230K	–	76
2023 Q2	$230K	Buy	+565	New	+$218K	0.1%	66
2021 Q3	–	Sell	-572	Closed	-$225K	–	105
2021 Q2	$225K	Buy	+572	New	+$220K	0.1%	88

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

AMJ Financial Wealth Management's VOO Position: Q1 2026 in Review

AMJ Financial Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q1 2026, selling an estimated $101K and leaving 1,155 shares worth $690K. The position accounts for 0.16% of the portfolio, ranked #60.

AMJ Financial Wealth Management first reported a position in VOO in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

AMJ Financial Wealth Management held 1,155 shares of Vanguard S&P 500 ETF worth $690K as of Q1 2026.
AMJ Financial Wealth Management sold 162 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $101K.
Vanguard S&P 500 ETF made up 0.16% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #60 holding.
AMJ Financial Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 7 quarters since.
AMJ Financial Wealth Management's Vanguard S&P 500 ETF position peaked at $1.15M in Q1 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.