NewSquare Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-10	Closed	-$5.61K	–	1201
2025 Q2	$5.61K	Buy	10 +9	+900%	+$4.73K	﹤0.01%	776
2025 Q1	$447	Sell	1 -406	-100%	-$219K	﹤0.01%	1037
2024 Q4	$219K	Buy	407 +406	+40,600%	+$220K	0.02%	163
2024 Q3	$459	Hold	1	–	–	﹤0.01%	286
2024 Q2	$435	Hold	1	–	–	﹤0.01%	302
2024 Q1	$418	Buy	+1	New	+$458	﹤0.01%	387
2023 Q4	–	Sell	-55	Closed	-$21.6K	–	630
2023 Q3	$21.6K	Buy	55 +28	+104%	+$11.4K	﹤0.01%	237
2023 Q2	$11K	Buy	+27	New	+$10.4K	﹤0.01%	331
2020 Q2	–	Sell	-647	Closed	-$153K	–	449
2020 Q1	$153K	Buy	647 +565	+689%	+$158K	0.03%	142
2019 Q4	$24K	Buy	+82	New	+$23.2K	﹤0.01%	199
2019 Q3	–	Sell	-174	Closed	-$47K	–	361
2019 Q2	$47K	Hold	174	–	–	0.01%	170
2019 Q1	$45K	Hold	174	–	–	0.01%	169
2018 Q4	$40K	Hold	174	–	–	0.01%	164
2018 Q3	$46K	Hold	174	–	–	0.01%	172
2018 Q2	$45K	Hold	174	–	–	0.01%	176
2018 Q1	$42K	Hold	174	–	–	0.01%	163
2017 Q4	$43K	Buy	+174	New	+$41.6K	0.01%	160

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewSquare Capital's VOO Position: Q3 2025 in Review

NewSquare Capital sold out of Vanguard S&P 500 ETF (VOO) in Q3 2025, closing a stake of 10 shares — an estimated $5.61K sold.

NewSquare Capital first reported a position in VOO in Q4 2017 and held it in 17 quarters. The position peaked at $219K in Q4 2024. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

NewSquare Capital reported no remaining Vanguard S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 10 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $5.61K.
NewSquare Capital first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 17 quarters.
NewSquare Capital's Vanguard S&P 500 ETF position peaked at $219K in Q4 2024.
3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.