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

Lockerman Financial Group’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	$656K	Sell	956 -61	-6%	-$40.7K	1%	25
2026 Q1	$608K	Hold	1,017	–	–	1.09%	25
2025 Q4	$637K	Buy	1,017 +3	+0.3%	+$1.86K	1.22%	20
2025 Q3	$621K	Buy	1,014 +11	+1%	+$6.48K	0.78%	31
2025 Q2	$570K	Buy	1,003 +64	+7%	+$33.6K	0.77%	29
2025 Q1	$483K	Sell	939 -11	-1%	-$5.95K	0.73%	37
2024 Q4	$512K	Buy	950 +390	+70%	+$211K	0.87%	32
2024 Q3	$296K	Sell	560 -48	-8%	-$24.4K	0.5%	72
2024 Q2	$304K	Sell	608 -15	-2%	-$7.22K	0.55%	63
2024 Q1	$299K	Sell	623 -47	-7%	-$21.5K	0.57%	57
2023 Q4	$293K	Sell	670 -5	-0.7%	-$2.05K	0.68%	49
2023 Q3	$265K	Sell	675 -41	-6%	-$16.8K	0.71%	52
2023 Q2	$292K	Hold	716	–	–	0.81%	42
2023 Q1	$269K	Sell	716 -75	-9%	-$27.5K	0.74%	47
2022 Q4	$278K	Buy	791 +1	+0.1%	+$353	0.81%	45
2022 Q3	$260K	Sell	790 -1	-0.1%	-$365	0.75%	42
2022 Q2	$275K	Hold	791	–	–	0.88%	37
2022 Q1	$328K	Buy	791 +12	+2%	+$4.91K	0.89%	26
2021 Q4	$339K	Buy	+779	New	+$329K	0.89%	30

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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 $2.25B AUM 17.77% 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