Aries Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.73M | Buy |
3,978
+271
| +7% | +$181K | 0.54% | 43 |
|
|
2026
Q1 | $2.22M | Hold |
3,707
| – | – | 0.49% | 48 |
|
|
2025
Q4 | $2.32M | Sell |
3,707
-100
| -3% | -$62.1K | 0.51% | 44 |
|
|
2025
Q3 | $2.33M | Buy |
3,807
+100
| +3% | +$58.9K | 0.55% | 42 |
|
|
2025
Q2 | $2.11M | Sell |
3,707
-472
| -11% | -$248K | 0.55% | 44 |
|
|
2025
Q1 | $2.15M | Sell |
4,179
-171
| -4% | -$92.4K | 0.58% | 48 |
|
|
2024
Q4 | $2.34M | Buy |
4,350
+9
| +0.2% | +$4.88K | 0.65% | 41 |
|
|
2024
Q3 | $2.29M | Sell |
4,341
-20
| -0.5% | -$10.2K | 0.63% | 43 |
|
|
2024
Q2 | $2.18M | Buy |
4,361
+127
| +3% | +$61.1K | 0.69% | 37 |
|
|
2024
Q1 | $2.04M | Buy |
4,234
+115
| +3% | +$52.6K | 0.66% | 39 |
|
|
2023
Q4 | $1.8M | Buy |
4,119
+141
| +4% | +$57.7K | 0.64% | 42 |
|
|
2023
Q3 | $1.59M | Buy |
3,978
+220
| +6% | +$90K | 0.62% | 44 |
|
|
2023
Q2 | $1.53M | Buy |
3,758
+52
| +1% | +$20.1K | 0.59% | 50 |
|
|
2023
Q1 | $1.39M | Buy |
3,706
+52
| +1% | +$19.1K | 0.57% | 54 |
|
|
2022
Q4 | $1.28M | Buy |
3,654
+327
| +10% | +$116K | 0.55% | 54 |
|
|
2022
Q3 | $1.18M | Buy |
3,327
+830
| +33% | +$303K | 0.52% | 55 |
|
|
2022
Q2 | $866K | Buy |
+2,497
| New | +$941K | 0.39% | 72 |
|
|
2022
Q1 | – | Sell |
-2,497
| Closed | -$1.09M | – | 223 |
|
|
2021
Q4 | $1.09M | Sell |
2,497
-44
| -2% | -$18.6K | 0.42% | 62 |
|
|
2021
Q3 | $1M | Sell |
2,541
-40
| -2% | -$16.2K | 0.42% | 63 |
|
|
2021
Q2 | $1.02M | Hold |
2,581
| – | – | 0.43% | 61 |
|
|
2021
Q1 | $976K | Buy |
2,581
+672
| +35% | +$238K | 0.44% | 61 |
|
|
2020
Q4 | $669K | Sell |
1,909
-44
| -2% | -$14.3K | 0.33% | 67 |
|
|
2020
Q3 | $601K | Buy |
1,953
+22
| +1% | +$6.7K | 0.34% | 71 |
|
|
2020
Q2 | $547K | Sell |
1,931
-375
| -16% | -$101K | 0.33% | 74 |
|
|
2020
Q1 | $534K | Sell |
2,306
-240
| -9% | -$67.2K | 0.41% | 64 |
|
|
2019
Q4 | $757K | Hold |
2,546
| – | – | 0.46% | 59 |
|
|
2019
Q3 | $693K | Hold |
2,546
| – | – | 0.46% | 61 |
|
|
2019
Q2 | $698K | Sell |
2,546
-14
| -0.5% | -$3.7K | 0.49% | 55 |
|
|
2019
Q1 | $664K | Sell |
2,560
-24
| -0.9% | -$6K | 0.5% | 54 |
|
|
2018
Q4 | $594K | Buy |
2,584
+663
| +35% | +$164K | 0.63% | 51 |
|
|
2018
Q3 | $513K | Hold |
1,921
| – | – | 0.46% | 61 |
|
|
2018
Q2 | $496K | Hold |
1,921
| – | – | 0.46% | 66 |
|
|
2018
Q1 | $468K | Hold |
1,921
| – | – | 0.45% | 67 |
|
|
2017
Q4 | $495K | Buy |
+1,921
| New | +$459K | 0.46% | 69 |
|
Other funds holding VOO
AA
Aries Wealth Management's VOO Position: Q2 2026 in Review
Aries Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 7.3% in Q2 2026, buying an estimated $181K and bringing the position to 3,978 shares worth $2.73M. The position accounts for 0.54% of the portfolio, ranked #43.
Aries Wealth Management first reported a position in VOO in Q4 2017 and has held it in 34 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Aries Wealth Management held 3,978 shares of Vanguard S&P 500 ETF worth $2.73M as of Q2 2026.
- Aries Wealth Management bought 271 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $181K.
- Vanguard S&P 500 ETF made up 0.54% of Aries Wealth Management's portfolio in Q2 2026, its #43 holding.
- Aries Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.