Falcon Wealth Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Falcon Wealth Planning’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	$2.9M	Sell	4,223 -72	-2%	-$48K	0.18%	50
2026 Q1	$2.57M	Buy	4,295 +836	+24%	+$523K	0.17%	50
2025 Q4	$2.17M	Buy	3,459 +79	+2%	+$49.1K	0.18%	50
2025 Q3	$2.07M	Buy	3,380 +233	+7%	+$137K	0.19%	51
2025 Q2	$1.79M	Buy	3,147 +70	+2%	+$36.8K	0.18%	51
2025 Q1	$1.58M	Sell	3,077 -90	-3%	-$48.7K	0.18%	55
2024 Q4	$1.71M	Buy	3,167 +1,041	+49%	+$564K	0.19%	55
2024 Q3	$1.12M	Buy	2,126 +1,265	+147%	+$643K	0.13%	59
2024 Q2	$430K	Sell	861 -581	-40%	-$280K	0.06%	84
2024 Q1	$693K	Buy	1,442 +520	+56%	+$238K	0.11%	66
2023 Q4	$402K	Buy	922 +257	+39%	+$105K	0.07%	83
2023 Q3	$261K	Buy	+665	New	+$272K	0.06%	90

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 $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B 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