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

FSC 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
2025 Q2	–	Sell	-183	Closed	-$94K	–	247
2025 Q1	$94K	Sell	183 -12,939	-99%	-$6.99M	0.06%	83
2024 Q4	$7.07M	Buy	13,122 +2,062	+19%	+$1.12M	4.55%	5
2024 Q3	$5.84M	Buy	11,060 +51	+0.5%	+$25.9K	4.19%	5
2024 Q2	$5.51M	Sell	11,009 -259	-2%	-$125K	4.07%	9
2024 Q1	$5.42M	Buy	11,268 +11,114	+7,217%	+$5.09M	3.81%	10
2023 Q4	$67.3K	Hold	154	–	–	0.05%	87
2023 Q3	$60.5K	Hold	154	–	–	0.06%	67
2023 Q2	$62.7K	Hold	154	–	–	0.06%	62
2023 Q1	$57.9K	Sell	154 -3	-2%	-$1.1K	0.09%	53
2022 Q4	$55.2K	Hold	157	–	–	0.09%	48
2022 Q3	$52K	Sell	157 -2	-1%	-$730	0.5%	39
2022 Q2	$55K	Sell	159 -1	-0.6%	-$377	0.49%	48
2022 Q1	$66K	Hold	160	–	–	0.06%	56
2021 Q4	$70K	Buy	+160	New	+$67.5K	0.05%	62

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

FSC Wealth Advisors's VOO Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 183 shares — an estimated $94K sold.

FSC Wealth Advisors first reported a position in VOO in Q4 2021 and held it in 14 quarters. The position peaked at $7.07M in Q4 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

FSC Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 183 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $94K.
FSC Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Vanguard S&P 500 ETF position peaked at $7.07M in Q4 2024.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.