Pioneer Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Pioneer Wealth Management Group’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	$435K	Hold	634	–	–	0.11%	45
2026 Q1	$379K	Sell	634 -30	-5%	-$18.8K	0.11%	40
2025 Q4	$416K	Buy	664 +30	+5%	+$18.6K	0.13%	40
2025 Q3	$388K	Buy	634 +7	+1%	+$4.13K	0.13%	40
2025 Q2	$356K	Buy	627 +225	+56%	+$118K	0.13%	38
2025 Q1	$207K	Buy	+402	New	+$217K	0.09%	36
2024 Q3	$979K	Buy	1,854 +1	+0.1%	+$508	0.47%	26
2024 Q2	$927K	Sell	1,853 -206	-10%	-$99.1K	0.49%	26
2024 Q1	$990K	Sell	2,059 -5	-0.2%	-$2.29K	0.57%	25
2023 Q4	$902K	Sell	2,064 -2,284	-53%	-$935K	0.56%	23
2023 Q3	$1.71M	Hold	4,348	–	–	1.3%	16
2023 Q2	$1.77M	Buy	+4,348	New	+$1.68M	1.41%	17

Other funds holding VOO

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

Davenport & Co Richmond, Virginia $19.6B 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

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return