Priebe Wealth Holdings’s Vanguard S&P 500 ETF VOO Stock Holding History

Priebe Wealth Holdings’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 Q2	$349K	Sell	614 -352	-36%	-$185K	0.3%	43
2025 Q1	$496K	Sell	966 -10	-1%	-$5.41K	0.31%	39
2024 Q4	$526K	Buy	976 +347	+55%	+$188K	0.36%	36
2024 Q3	$332K	Hold	629	–	–	0.24%	40
2024 Q2	$315K	Sell	629 -5	-0.8%	-$2.41K	0.25%	40
2024 Q1	$305K	Buy	634 +2	+0.3%	+$915	0.24%	37
2023 Q4	$276K	Buy	+632	New	+$259K	0.23%	49

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Priebe Wealth Holdings's VOO Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its Vanguard S&P 500 ETF (VOO) stake by 36% in Q2 2025, selling an estimated $185K and leaving 614 shares worth $349K. The position accounts for 0.3% of the portfolio, ranked #43.

Priebe Wealth Holdings first reported a position in VOO in Q4 2023 and has held it in 7 quarters since. The position peaked at $526K in Q4 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Priebe Wealth Holdings held 614 shares of Vanguard S&P 500 ETF worth $349K as of Q2 2025.
Priebe Wealth Holdings sold 352 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $185K.
Vanguard S&P 500 ETF made up 0.3% of Priebe Wealth Holdings's portfolio in Q2 2025, its #43 holding.
Priebe Wealth Holdings first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's Vanguard S&P 500 ETF position peaked at $526K in Q4 2024.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.