PCA Investment Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

PCA Investment Advisory Services’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	-4,826	Closed	-$2.6M	–	138
2024 Q4	$2.6M	Buy	4,826 +98	+2%	+$53.1K	1.2%	17
2024 Q3	$2.49M	Buy	4,728 +96	+2%	+$48.8K	1.17%	20
2024 Q2	$2.32M	Buy	4,632 +134	+3%	+$64.5K	1.21%	21
2024 Q1	$2.16M	Buy	4,498 +67	+2%	+$30.7K	1.22%	20
2023 Q4	$1.94M	Buy	4,431 +34	+0.8%	+$13.9K	1.28%	20
2023 Q3	$1.73M	Sell	4,397 -137	-3%	-$56K	1.23%	22
2023 Q2	$1.85M	Sell	4,534 -152	-3%	-$58.6K	1.1%	21
2023 Q1	$1.76M	Buy	+4,686	New	+$1.72M	1.25%	18

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

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

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

PCA Investment Advisory Services's VOO Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 4,826 shares — an estimated $2.6M sold.

PCA Investment Advisory Services first reported a position in VOO in Q1 2023 and held it in 8 quarters. The position peaked at $2.6M in Q4 2024. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

PCA Investment Advisory Services reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 4,826 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $2.6M.
PCA Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's Vanguard S&P 500 ETF position peaked at $2.6M in Q4 2024.
3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.