Northwest Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.18M | Buy |
3,180
+50
| +2% | +$33.3K | 0.29% | 53 |
|
|
2026
Q1 | $1.87M | Sell |
3,130
-25
| -0.8% | -$15.6K | 0.28% | 53 |
|
|
2025
Q4 | $1.98M | Buy |
3,155
+77
| +3% | +$47.9K | 0.31% | 52 |
|
|
2025
Q3 | $1.88M | Sell |
3,078
-142
| -4% | -$83.7K | 0.31% | 55 |
|
|
2025
Q2 | $1.83M | Buy |
3,220
+197
| +7% | +$104K | 0.33% | 55 |
|
|
2025
Q1 | $1.55M | Sell |
3,023
-47
| -2% | -$25.4K | 0.31% | 56 |
|
|
2024
Q4 | $1.65M | Sell |
3,070
-29
| -0.9% | -$15.7K | 0.35% | 54 |
|
|
2024
Q3 | $1.64M | Sell |
3,099
-119
| -4% | -$60.5K | 0.38% | 53 |
|
|
2024
Q2 | $1.61M | Sell |
3,218
-254
| -7% | -$122K | 0.42% | 52 |
|
|
2024
Q1 | $1.67M | Buy |
3,472
+204
| +6% | +$93.4K | 0.46% | 47 |
|
|
2023
Q4 | $1.43M | Buy |
3,268
+13
| +0.4% | +$5.32K | 0.43% | 51 |
|
|
2023
Q3 | $1.28M | Sell |
3,255
-442
| -12% | -$181K | 0.46% | 52 |
|
|
2023
Q2 | $1.51M | Sell |
3,697
-80
| -2% | -$30.9K | 0.55% | 47 |
|
|
2023
Q1 | $1.42M | Buy |
3,777
+344
| +10% | +$126K | 0.54% | 50 |
|
|
2022
Q4 | $1.21M | Sell |
3,433
-641
| -16% | -$226K | 0.52% | 50 |
|
|
2022
Q3 | $1.34M | Sell |
4,074
-122
| -3% | -$44.6K | 0.59% | 48 |
|
|
2022
Q2 | $1.46M | Sell |
4,196
-166
| -4% | -$62.5K | 0.63% | 45 |
|
|
2022
Q1 | $1.81M | Buy |
4,362
+15
| +0.3% | +$6.14K | 0.89% | 34 |
|
|
2021
Q4 | $1.9M | Sell |
4,347
-269
| -6% | -$114K | 0.88% | 33 |
|
|
2021
Q3 | $1.82M | Buy |
4,616
+21
| +0.5% | +$8.52K | 0.9% | 31 |
|
|
2021
Q2 | $1.81M | Sell |
4,595
-822
| -15% | -$316K | 0.96% | 25 |
|
|
2021
Q1 | $1.97M | Sell |
5,417
-224
| -4% | -$79.4K | 1.24% | 22 |
|
|
2020
Q4 | $1.94M | Buy |
5,641
+93
| +2% | +$30.3K | 1.34% | 21 |
|
|
2020
Q3 | $1.71M | Sell |
5,548
-1,179
| -18% | -$359K | 1.42% | 21 |
|
|
2020
Q2 | $1.91M | Buy |
6,727
+887
| +15% | +$239K | 1.66% | 19 |
|
|
2020
Q1 | $1.38M | Buy |
+5,840
| New | +$1.64M | 1.4% | 18 |
|
|
2019
Q2 | – | Sell |
-414
| Closed | -$107K | – | 463 |
|
|
2019
Q1 | $107K | Buy |
414
+140
| +51% | +$35K | 0.08% | 155 |
|
|
2018
Q4 | $63K | Hold |
274
| – | – | 0.05% | 186 |
|
|
2018
Q3 | $73K | Hold |
274
| – | – | 0.05% | 186 |
|
|
2018
Q2 | $68K | Sell |
274
-182
| -40% | -$45.2K | 0.05% | 194 |
|
|
2018
Q1 | $110K | Buy |
+456
| New | +$114K | 0.08% | 141 |
|
Other funds holding VOO
AA
Northwest Wealth Management's VOO Position: Q2 2026 in Review
Northwest Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2026, buying an estimated $33.3K and bringing the position to 3,180 shares worth $2.18M. The position accounts for 0.29% of the portfolio, ranked #53.
Northwest Wealth Management first reported a position in VOO in Q1 2018 and has held it in 31 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Northwest Wealth Management held 3,180 shares of Vanguard S&P 500 ETF worth $2.18M as of Q2 2026.
- Northwest Wealth Management bought 50 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $33.3K.
- Vanguard S&P 500 ETF made up 0.29% of Northwest Wealth Management's portfolio in Q2 2026, its #53 holding.
- Northwest Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 31 quarters since.
- 4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.