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

Moser 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	$475K	Sell	836 -33	-4%	-$17.3K	0.23%	64
2025 Q1	$447K	Buy	869 +404	+87%	+$218K	0.23%	66
2024 Q4	$251K	Hold	465	–	–	0.13%	72
2024 Q3	$245K	Sell	465 -73	-14%	-$37.1K	0.13%	73
2024 Q2	$269K	Hold	538	–	–	0.15%	69
2024 Q1	$259K	Hold	538	–	–	0.14%	69
2023 Q4	$235K	Buy	538 +423	+368%	+$173K	0.15%	67
2023 Q3	$45.2K	Hold	115	–	–	0.03%	88
2023 Q2	$46.8K	Buy	+115	New	+$44.4K	0.03%	88

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

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

Moser Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2025, selling an estimated $17.3K and leaving 836 shares worth $475K. The position accounts for 0.23% of the portfolio, ranked #64.

Moser Wealth Advisors first reported a position in VOO in Q2 2023 and has held it in 9 quarters since. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Moser Wealth Advisors held 836 shares of Vanguard S&P 500 ETF worth $475K as of Q2 2025.
Moser Wealth Advisors sold 33 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $17.3K.
Vanguard S&P 500 ETF made up 0.23% of Moser Wealth Advisors's portfolio in Q2 2025, its #64 holding.
Moser Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 9 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.