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

Revolve 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
2026 Q2	$3.57M	Sell	5,194 -438	-8%	-$292K	0.37%	43
2026 Q1	$3.37M	Sell	5,632 -940	-14%	-$588K	0.44%	36
2025 Q4	$4.12M	Buy	6,572 +180	+3%	+$112K	0.48%	36
2025 Q3	$3.91M	Sell	6,392 -654	-9%	-$385K	0.47%	37
2025 Q2	$4M	Sell	7,046 -1,249	-15%	-$656K	0.52%	36
2025 Q1	$4.26M	Buy	8,295 +3,642	+78%	+$1.97M	0.62%	32
2024 Q4	$2.51M	Sell	4,653 -6	-0.1%	-$3.25K	0.37%	45
2024 Q3	$2.46M	Buy	4,659 +501	+12%	+$255K	0.38%	39
2024 Q2	$2.08M	Sell	4,158 -94	-2%	-$45.2K	0.34%	47
2024 Q1	$2.04M	Buy	4,252 +101	+2%	+$46.2K	0.35%	50
2023 Q4	$1.81M	Sell	4,151 -80	-2%	-$32.8K	0.35%	51
2023 Q3	$1.66M	Sell	4,231 -317	-7%	-$130K	0.39%	51
2023 Q2	$1.85M	Sell	4,548 -130	-3%	-$50.2K	0.43%	47
2023 Q1	$1.76M	Sell	4,678 -262	-5%	-$96.1K	0.45%	46
2022 Q4	$1.74M	Buy	4,940 +836	+20%	+$295K	0.5%	43
2022 Q3	$1.35M	Sell	4,104 -387	-9%	-$141K	0.45%	41
2022 Q2	$1.56M	Buy	4,491 +399	+10%	+$150K	0.51%	40
2022 Q1	$1.7M	Buy	4,092 +4	+0.1%	+$1.64K	0.49%	40
2021 Q4	$1.78M	Buy	+4,088	New	+$1.73M	0.51%	41

Other funds holding VOO

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return