CI
VOO icon

CPR Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

CPR Investments’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 		$5.62M Buy
8,176
+2,993
+58% +$2M 4.32% 8
2026
Q1 		$3.1M Sell
5,183
-10,990
-68% -$6.87M 2.07% 15
2025
Q4 		$10.1M Sell
16,173
-360
-2% -$224K 6.81% 5
2025
Q3 		$10.1M Buy
16,533
+72
+0.4% +$42.4K 6.97% 4
2025
Q2 		$9.35M Buy
16,461
+7,426
+82% +$3.9M 7.26% 4
2025
Q1 		$4.64M Buy
9,035
+4,034
+81% +$2.18M 4.12% 7
2024
Q4 		$2.69M Sell
5,001
-1,078
-18% -$584K 2.43% 11
2024
Q3 		$3.21M Buy
6,079
+4,869
+402% +$2.47M 3.03% 9
2024
Q2 		$605K Buy
1,210
+130
+12% +$62.6K 0.5% 30
2024
Q1 		$519K Sell
1,080
-2,649
-71% -$1.21M 0.4% 33
2023
Q4 		$1.63M Buy
3,729
+1,756
+89% +$719K 1.58% 21
2023
Q3 		$775K Buy
1,973
+43
+2% +$17.6K 0.83% 26
2023
Q2 		$786K Buy
+1,930
New +$745K 0.75% 25
2022
Q2 		– Sell
-495
Closed -$206K – 87
2022
Q1 		$206K Buy
+495
New +$203K 0.17% 75

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ONB
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return