FEG
VOO icon

Financial Enhancement Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Enhancement Group’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 		$10.7M Sell
15,648
-116
-0.7% -$77.3K 1.28% 26
2026
Q1 		$10.3M Buy
15,764
+2,888
+22% +$1.81M 1.28% 28
2025
Q4 		$8.12M Sell
12,876
-85
-0.7% -$52.8K 1.06% 37
2025
Q3 		$8.02M Sell
12,961
-1,057
-8% -$623K 1.08% 36
2025
Q2 		$8.04M Sell
14,018
-244
-2% -$128K 1.15% 30
2025
Q1 		$6.91M Buy
14,262
+2,164
+18% +$1.17M 1.08% 32
2024
Q4 		$6.47M Buy
+12,098
New +$6.55M 0.99% 34
2024
Q3 		– Sell
-14,601
Closed -$7.29M – 146
2024
Q2 		$7.29M Sell
14,601
-3,162
-18% -$1.52M 1.17% 30
2024
Q1 		$8.34M Sell
17,763
-171
-1% -$78.3K 1.37% 25
2023
Q4 		$7.78M Buy
17,934
+5,949
+50% +$2.44M 1.37% 28
2023
Q3 		$4.8M Sell
11,985
-1,223
-9% -$500K 0.92% 38
2023
Q2 		$5.46M Buy
+13,208
New +$5.1M 1.01% 34
2021
Q3 		– Sell
-13
Closed -$5K – 314
2021
Q2 		$5K Buy
+13
New +$4.99K ﹤0.01% 212

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 $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B 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