KMG Fiduciary Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

KMG Fiduciary Partners’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	$487K	Buy	709 +59	+9%	+$39.3K	0.05%	155
2026 Q1	$388K	Buy	650 +55	+9%	+$34.4K	0.03%	214
2025 Q4	$373K	Sell	595 -261	-30%	-$162K	0.03%	216
2025 Q3	$524K	Buy	856 +25	+3%	+$14.7K	0.04%	229
2025 Q2	$472K	Buy	831 +285	+52%	+$150K	0.04%	232
2025 Q1	$280K	Sell	546 -33	-6%	-$17.8K	0.02%	256
2024 Q4	$312K	Buy	579 +6	+1%	+$3.25K	0.03%	240
2024 Q3	$302K	Sell	573 -3	-0.5%	-$1.52K	0.03%	239
2024 Q2	$288K	Sell	576 -11	-2%	-$5.29K	0.03%	214
2024 Q1	$282K	Buy	587 +4	+0.7%	+$1.83K	0.03%	208
2023 Q4	$255K	Buy	583 +20	+4%	+$8.19K	0.03%	217
2023 Q3	$221K	Buy	563 +47	+9%	+$19.2K	0.03%	218
2023 Q2	$210K	Sell	516 -96	-16%	-$37K	0.03%	225
2023 Q1	$230K	Buy	612 +4	+0.7%	+$1.47K	0.03%	215
2022 Q4	$214K	Buy	+608	New	+$215K	0.04%	220
2022 Q1	–	Sell	-538	Closed	-$235K	–	209
2021 Q4	$235K	Buy	+538	New	+$227K	0.04%	184
2021 Q3	–	Sell	-513	Closed	-$202K	–	209
2021 Q2	$202K	Buy	+513	New	+$197K	0.04%	198

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B 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