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

Outlook 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
2026 Q2	–	Sell	-444	Closed	-$265K	–	333
2026 Q1	$265K	Hold	444	–	–	0.06%	272
2025 Q4	$278K	Sell	444 -7	-2%	-$4.35K	0.06%	252
2025 Q3	$276K	Hold	451	–	–	0.07%	248
2025 Q2	$256K	Buy	+451	New	+$237K	0.07%	244
2020 Q2	–	Sell	-12,086	Closed	-$2.86M	–	180
2020 Q1	$2.86M	Sell	12,086 -390	-3%	-$109K	1.62%	17
2019 Q4	$3.69M	Buy	12,476 +669	+6%	+$189K	2.08%	11
2019 Q3	$3.22M	Buy	11,807 +3,920	+50%	+$1.06M	1.92%	9
2019 Q2	$2.12M	Buy	7,887 +2,069	+36%	+$547K	1.4%	15
2019 Q1	$1.51M	Sell	5,818 -1,862	-24%	-$465K	1.24%	16
2018 Q4	$1.76M	Buy	+7,680	New	+$1.9M	0.8%	27

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Outlook Wealth Advisors's VOO Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 444 shares — an estimated $265K sold.

Outlook Wealth Advisors first reported a position in VOO in Q4 2018 and held it in 10 quarters. The position peaked at $3.69M in Q4 2019. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Outlook Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 444 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $265K.
Outlook Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 10 quarters.
Outlook Wealth Advisors's Vanguard S&P 500 ETF position peaked at $3.69M in Q4 2019.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.