AWL
VOO icon

AFFINITY WEALTH LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

AFFINITY WEALTH LLC’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
Q1 		– Sell
-9
Closed -$4.85K – 53
2024
Q4 		$4.85K Buy
+9
New +$4.88K ﹤0.01% 25

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AFFINITY WEALTH LLC's VOO Position: Q1 2025 in Review

AFFINITY WEALTH LLC sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 9 shares — an estimated $4.85K sold.

AFFINITY WEALTH LLC first reported a position in VOO in Q4 2024 and held it in 1 quarter. The position peaked at $4.85K in Q4 2024. 3,331 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • AFFINITY WEALTH LLC reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 9 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $4.85K.
  • AFFINITY WEALTH LLC first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 1 quarter.
  • AFFINITY WEALTH LLC's Vanguard S&P 500 ETF position peaked at $4.85K in Q4 2024.
  • 3,331 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on AFFINITY WEALTH LLC's 13F filing for Q1 2025, filed 26 Aug 2026.