Proquility Private Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Proquility Private Wealth Partners’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	-893	Closed	-$482K	–	94
2024 Q4	$482K	Buy	+893	New	+$484K	0.16%	79
2024 Q1	–	Sell	-5,589	Closed	-$2.44M	–	89
2023 Q4	$2.44M	Buy	5,589 +4,982	+821%	+$2.04M	0.93%	40
2023 Q3	$238K	Buy	+607	New	+$248K	0.1%	87
2023 Q2	–	Sell	-1,196	Closed	-$450K	–	95
2023 Q1	$450K	Sell	1,196 -6,343	-84%	-$2.33M	0.18%	87
2022 Q4	$2.65M	Buy	+7,539	New	+$2.66M	1.09%	30
2022 Q3	–	Sell	-2,118	Closed	-$735K	–	91
2022 Q2	$735K	Buy	+2,118	New	+$798K	0.32%	74

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

Proquility Private Wealth Partners's VOO Position: Q1 2025 in Review

Proquility Private Wealth Partners sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 893 shares — an estimated $482K sold.

Proquility Private Wealth Partners first reported a position in VOO in Q2 2022 and held it in 6 quarters. The position peaked at $2.65M in Q4 2022. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Proquility Private Wealth Partners reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Proquility Private Wealth Partners sold 893 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $482K.
Proquility Private Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2022 and held it in 6 quarters.
Proquility Private Wealth Partners's Vanguard S&P 500 ETF position peaked at $2.65M in Q4 2022.
3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.