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 Q2	$690K	Hold	1,155	–	–	0.16%	60
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

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

AMJ Financial Wealth Management's VOO Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 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 8 quarters since. The position peaked at $1.15M in Q1 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

AMJ Financial Wealth Management held 1,155 shares of Vanguard S&P 500 ETF worth $690K as of Q2 2026.
AMJ Financial Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.16% of AMJ Financial Wealth Management's portfolio in Q2 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 8 quarters since.
AMJ Financial Wealth Management's Vanguard S&P 500 ETF position peaked at $1.15M in Q1 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.