Arcadia Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Arcadia Investment Advisors’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	$1.02M	Hold	1,479	–	–	0.43%	32
2026 Q1	$884K	Hold	1,479	–	–	0.42%	32
2025 Q4	$928K	Sell	1,479 -30	-2%	-$18.6K	0.43%	32
2025 Q3	$924K	Sell	1,509 -60	-4%	-$35.4K	0.45%	32
2025 Q2	$891K	Hold	1,569	–	–	0.46%	30
2025 Q1	$806K	Hold	1,569	–	–	0.45%	29
2024 Q4	$845K	Sell	1,569 -221	-12%	-$120K	0.46%	29
2024 Q3	$945K	Hold	1,790	–	–	0.51%	29
2024 Q2	$895K	Hold	1,790	–	–	0.51%	29
2024 Q1	$860K	Hold	1,790	–	–	0.49%	28
2023 Q4	$782K	Hold	1,790	–	–	0.47%	28
2023 Q3	$703K	Hold	1,790	–	–	0.47%	29
2023 Q2	$729K	Hold	1,790	–	–	0.48%	29
2023 Q1	$673K	Hold	1,790	–	–	0.46%	27
2022 Q4	$629K	Hold	1,790	–	–	0.44%	27
2022 Q3	$588K	Hold	1,790	–	–	0.44%	28
2022 Q2	$621K	Hold	1,790	–	–	0.46%	27
2022 Q1	$743K	Hold	1,790	–	–	0.45%	27
2021 Q4	$781K	Hold	1,790	–	–	0.4%	27
2021 Q3	$706K	Hold	1,790	–	–	0.38%	29
2021 Q2	$704K	Sell	1,790 -2	-0.1%	-$768	0.38%	27
2021 Q1	$653K	Sell	1,792 -33	-2%	-$11.7K	0.36%	27
2020 Q4	$627K	Sell	1,825 -2	-0.1%	-$652	0.36%	24
2020 Q3	$562K	Sell	1,827 -3	-0.2%	-$914	0.36%	25
2020 Q2	$519K	Sell	1,830 -103	-5%	-$27.7K	0.35%	26
2020 Q1	$458K	Hold	1,933	–	–	0.36%	29
2019 Q4	$572K	Sell	1,933 -157	-8%	-$44.4K	0.38%	24
2019 Q3	$570K	Hold	2,090	–	–	0.38%	23
2019 Q2	$563K	Hold	2,090	–	–	0.38%	24
2019 Q1	$542K	Hold	2,090	–	–	0.41%	26
2018 Q4	$480K	Hold	2,090	–	–	0.42%	22
2018 Q3	$558K	Hold	2,090	–	–	0.43%	17
2018 Q2	$521K	Hold	2,090	–	–	0.41%	23
2018 Q1	$506K	Sell	2,090 -102	-5%	-$25.6K	0.43%	19
2017 Q4	$538K	Buy	+2,192	New	+$524K	0.46%	20

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return