FOCUS Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

FOCUS Wealth Advisors’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	$3.37M	Buy	4,912 +10	+0.2%	+$6.67K	1.56%	20
2026 Q1	$2.93M	Buy	4,902 +11	+0.2%	+$6.88K	1.43%	21
2025 Q4	$3.07M	Buy	4,891 +19	+0.4%	+$11.8K	1.43%	22
2025 Q3	$2.98M	Hold	4,872	–	–	1.43%	22
2025 Q2	$2.77M	Sell	4,872 -3	-0.1%	-$1.58K	1.44%	22
2025 Q1	$2.51M	Hold	4,875	–	–	1.38%	22
2024 Q4	$2.63M	Sell	4,875 -2,256	-32%	-$1.22M	1.39%	22
2024 Q3	$3.76M	Buy	7,131 +14	+0.2%	+$7.12K	1.88%	17
2024 Q2	$3.56M	Hold	7,117	–	–	1.83%	17
2024 Q1	$3.42M	Buy	7,117 +95	+1%	+$43.5K	1.83%	17
2023 Q4	$3.07M	Buy	7,022 +265	+4%	+$108K	1.94%	16
2023 Q3	$2.65M	Buy	6,757 +3,474	+106%	+$1.42M	1.84%	16
2023 Q2	$1.34M	Hold	3,283	–	–	0.9%	31
2023 Q1	$1.23M	Sell	3,283 -653	-17%	-$239K	0.81%	34
2022 Q4	$1.38M	Sell	3,936 -1,152	-23%	-$407K	0.96%	31
2022 Q3	$1.67M	Hold	5,088	–	–	1.18%	22
2022 Q2	$1.76M	Hold	5,088	–	–	1.21%	17
2022 Q1	$2.11M	Sell	5,088 -2,159	-30%	-$884K	1.26%	16
2021 Q4	$3.16M	Hold	7,247	–	–	1.89%	12
2021 Q3	$2.86M	Hold	7,247	–	–	1.94%	12
2021 Q2	$2.85M	Sell	7,247 -627	-8%	-$241K	1.99%	12
2021 Q1	$2.9M	Buy	7,874 +1,037	+15%	+$368K	2.13%	12
2020 Q4	$2.35M	Buy	+6,837	New	+$2.23M	1.81%	13

Other funds holding VOO

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

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

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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