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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$347K Buy
581
+253
+77% +$158K 0.04% 138
2025
Q4
$206K Sell
328
-69
-17% -$42.9K 0.02% 206
2025
Q3
$243K Buy
+397
New +$234K 0.03% 175

Other funds holding VOO

Goldstein Advisors's VOO Position: Q1 2026 in Review

Goldstein Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 77% in Q1 2026, buying an estimated $158K and bringing the position to 581 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #138.

Goldstein Advisors first reported a position in VOO in Q3 2025 and has held it in 3 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Goldstein Advisors held 581 shares of Vanguard S&P 500 ETF worth $347K as of Q1 2026.
  • Goldstein Advisors bought 253 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $158K.
  • Vanguard S&P 500 ETF made up 0.04% of Goldstein Advisors's portfolio in Q1 2026, its #138 holding.
  • Goldstein Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.