Avondale 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 | $5.15M | Buy |
7,504
+335
| +5% | +$223K | 2.1% | 9 |
|
|
2026
Q1 | $4.28M | Buy |
7,169
+249
| +4% | +$156K | 2.11% | 11 |
|
|
2025
Q4 | $4.34M | Sell |
6,920
-45
| -0.6% | -$28K | 2.23% | 10 |
|
|
2025
Q3 | $4.27M | Buy |
6,965
+205
| +3% | +$121K | 2.27% | 10 |
|
|
2025
Q2 | $3.84M | Buy |
6,760
+349
| +5% | +$183K | 2.14% | 10 |
|
|
2025
Q1 | $3.29M | Buy |
6,411
+95
| +2% | +$51.4K | 2.07% | 11 |
|
|
2024
Q4 | $3.4M | Buy |
6,316
+125
| +2% | +$67.7K | 2.18% | 11 |
|
|
2024
Q3 | $3.27M | Hold |
6,191
| – | – | 2.12% | 11 |
|
|
2024
Q2 | $3.1M | Sell |
6,191
-85
| -1% | -$40.9K | 2.12% | 11 |
|
|
2024
Q1 | $3.02M | Sell |
6,276
-1,282
| -17% | -$587K | 2.11% | 11 |
|
|
2023
Q4 | $3.3M | Buy |
7,558
+577
| +8% | +$236K | 2.66% | 8 |
|
|
2023
Q3 | $2.74M | Hold |
6,981
| – | – | 2.41% | 11 |
|
|
2023
Q2 | $2.84M | Sell |
6,981
-21
| -0.3% | -$8.1K | 2.39% | 11 |
|
|
2023
Q1 | $2.63M | Sell |
7,002
-1,620
| -19% | -$594K | 2.27% | 11 |
|
|
2022
Q4 | $3.03M | Buy |
8,622
+592
| +7% | +$209K | 2.63% | 9 |
|
|
2022
Q3 | $2.64M | Buy |
8,030
+1,050
| +15% | +$384K | 2.87% | 9 |
|
|
2022
Q2 | $2.42M | Buy |
6,980
+441
| +7% | +$166K | 2.81% | 9 |
|
|
2022
Q1 | $2.71M | Sell |
6,539
-196
| -3% | -$80.2K | 3.19% | 8 |
|
|
2021
Q4 | $2.94M | Sell |
6,735
-299
| -4% | -$126K | 2.98% | 8 |
|
|
2021
Q3 | $2.77M | Hold |
7,034
| – | – | 2.71% | 9 |
|
|
2021
Q2 | $2.77M | Hold |
7,034
| – | – | 2.59% | 9 |
|
|
2021
Q1 | $2.56M | Hold |
7,034
| – | – | 2.52% | 9 |
|
|
2020
Q4 | $2.42M | Hold |
7,034
| – | – | 2.8% | 8 |
|
|
2020
Q3 | $2.16M | Sell |
7,034
-825
| -10% | -$251K | 3.27% | 7 |
|
|
2020
Q2 | $2.23M | Sell |
7,859
-416
| -5% | -$112K | 3.16% | 8 |
|
|
2020
Q1 | $1.96M | Buy |
8,275
+1,460
| +21% | +$409K | 3.1% | 9 |
|
|
2019
Q4 | $2.02M | Sell |
6,815
-2,004
| -23% | -$567K | 2.96% | 9 |
|
|
2019
Q3 | $2.4M | Sell |
8,819
-85,001
| -91% | -$23.1M | 3.97% | 8 |
|
|
2019
Q2 | $25.3M | Sell |
93,820
-246
| -0.3% | -$65.1K | 18.57% | 2 |
|
|
2019
Q1 | $24.4M | Sell |
94,066
-3,133
| -3% | -$783K | 18.77% | 2 |
|
|
2018
Q4 | $22.3M | Buy |
97,199
+5,247
| +6% | +$1.3M | 18.55% | 2 |
|
|
2018
Q3 | $24.6M | Buy |
91,952
+1,904
| +2% | +$498K | 23.22% | 2 |
|
|
2018
Q2 | $22.5M | Buy |
90,048
+2,875
| +3% | +$714K | 18.63% | 2 |
|
|
2018
Q1 | $21.1M | Buy |
+87,173
| New | +$21.9M | 17.31% | 2 |
|
Other funds holding VOO
AA
Avondale Wealth Management's VOO Position: Q2 2026 in Review
Avondale Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q2 2026, buying an estimated $223K and bringing the position to 7,504 shares worth $5.15M. The position accounts for 2.1% of the portfolio, ranked #9.
Avondale Wealth Management first reported a position in VOO in Q1 2018 and has held it in 34 quarters since. The position peaked at $25.3M in Q2 2019. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Avondale Wealth Management held 7,504 shares of Vanguard S&P 500 ETF worth $5.15M as of Q2 2026.
- Avondale Wealth Management bought 335 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $223K.
- Vanguard S&P 500 ETF made up 2.1% of Avondale Wealth Management's portfolio in Q2 2026, its #9 holding.
- Avondale Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
- Avondale Wealth Management's Vanguard S&P 500 ETF position peaked at $25.3M in Q2 2019.
- 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.