Oxinas Partners Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Oxinas Partners Wealth Management’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	$658K	Sell	957 -86	-8%	-$57.3K	0.26%	69
2026 Q1	$623K	Buy	1,043 +223	+27%	+$139K	0.28%	66
2025 Q4	$514K	Buy	820 +332	+68%	+$206K	0.25%	70
2025 Q3	$299K	Sell	488 -17	-3%	-$10K	0.16%	98
2025 Q2	$287K	Buy	505 +37	+8%	+$19.4K	0.15%	105
2025 Q1	$240K	Buy	+468	New	+$253K	0.14%	108
2024 Q4	–	Sell	-902	Closed	-$476K	–	127
2024 Q3	$476K	Buy	902 +311	+53%	+$158K	0.29%	72
2024 Q2	$296K	Buy	591 +8	+1%	+$3.85K	0.2%	97
2024 Q1	$280K	Buy	583 +10	+2%	+$4.58K	0.18%	99
2023 Q4	$250K	Sell	573 -3	-0.5%	-$1.23K	0.18%	94
2023 Q3	$226K	Hold	576	–	–	0.17%	103
2023 Q2	$235K	Buy	576 +26	+5%	+$10K	0.15%	106
2023 Q1	$207K	Buy	+550	New	+$202K	0.15%	102
2022 Q4	–	Sell	-626	Closed	-$206K	–	102
2022 Q3	$206K	Buy	626 +1	+0.2%	+$365	0.17%	84
2022 Q2	$217K	Buy	625 +53	+9%	+$20K	0.16%	94
2022 Q1	$237K	Buy	572 +84	+17%	+$34.4K	0.15%	102
2021 Q4	$213K	Buy	+488	New	+$206K	0.12%	135

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B 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