Lynch & Associates’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Lynch & Associates’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Hold	1,300	–	–	0.05%	124
2026 Q1	$265K	Hold	1,300	–	–	0.05%	116
2025 Q4	$266K	Hold	1,300	–	–	0.05%	117
2025 Q3	$259K	Hold	1,300	–	–	0.05%	118
2025 Q2	$245K	Sell	1,300 -125	-9%	-$22.5K	0.05%	118
2025 Q1	$262K	Hold	1,425	–	–	0.06%	111
2024 Q4	$263K	Hold	1,425	–	–	0.06%	110
2024 Q3	$272K	Sell	1,425 -425	-23%	-$78K	0.06%	114
2024 Q2	$325K	Sell	1,850 -305	-14%	-$53.8K	0.07%	104
2024 Q1	$389K	Hold	2,155	–	–	0.09%	101
2023 Q4	$362K	Hold	2,155	–	–	0.09%	95
2023 Q3	$320K	Hold	2,155	–	–	0.08%	95
2023 Q2	$336K	Buy	2,155 +50	+2%	+$7.44K	0.09%	88
2023 Q1	$309K	Buy	+2,105	New	+$307K	0.08%	92

Other funds holding VOOV

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return