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

Fluent Financial’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	$318K	Hold	463	–	–	0.11%	49
2026 Q1	$292K	Hold	463	–	–	0.11%	40
2025 Q4	$290K	Hold	463	–	–	0.11%	52
2025 Q3	$284K	Hold	463	–	–	0.11%	65
2025 Q2	$263K	Sell	463 -6,808	-94%	-$3.58M	0.11%	59
2025 Q1	$3.74M	Buy	7,271 +6,833	+1,560%	+$3.69M	1.63%	17
2024 Q4	$236K	Hold	438	–	–	0.1%	57
2024 Q3	$231K	Hold	438	–	–	0.11%	58
2024 Q2	$219K	Hold	438	–	–	0.11%	67
2024 Q1	$211K	Sell	438 -23	-5%	-$10.5K	0.12%	81
2023 Q4	$201K	Sell	461 -422	-48%	-$173K	0.12%	72
2023 Q3	$347K	Buy	883 +370	+72%	+$151K	0.19%	64
2023 Q2	$209K	Buy	+513	New	+$198K	0.14%	76
2023 Q1	–	Sell	-704	Closed	-$247K	–	77
2022 Q4	$247K	Hold	704	–	–	0.15%	69
2022 Q3	$231K	Hold	704	–	–	0.13%	59
2022 Q2	$244K	Hold	704	–	–	0.13%	60
2022 Q1	$293K	Hold	704	–	–	0.12%	62
2021 Q4	$307K	Sell	704 -187	-21%	-$78.9K	0.13%	58
2021 Q3	$351K	Hold	891	–	–	0.15%	54
2021 Q2	$351K	Buy	+891	New	+$342K	0.15%	55

Other funds holding VOO

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM