Mullaney, Keating & Wright’s Vanguard S&P 500 ETF VOO Stock Holding History

Mullaney, Keating & Wright’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	$2.8M	Buy	4,070 +269	+7%	+$179K	1.35%	18
2026 Q1	$2.27M	Buy	3,801 +60	+2%	+$37.5K	1.23%	18
2025 Q4	$2.35M	Buy	3,741 +199	+6%	+$124K	1.24%	19
2025 Q3	$2.17M	Buy	3,542 +571	+19%	+$337K	1.2%	18
2025 Q2	$1.69M	Buy	2,971 +83	+3%	+$43.6K	1.11%	18
2025 Q1	$1.48M	Buy	2,888 +137	+5%	+$74.1K	1%	17
2024 Q4	$1.48M	Buy	2,751 +1,986	+260%	+$1.08M	1%	18
2024 Q3	$404K	Buy	765 +61	+9%	+$31K	0.28%	41
2024 Q2	$352K	Buy	+704	New	+$339K	0.27%	39

Other funds holding VOO

Davenport & Co Richmond, Virginia $19.6B 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

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return