Sheets Smith Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Sheets Smith Wealth Management’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	$49.9M	Sell	72,716 -1,632	-2%	-$1.09M	4.99%	1
2026 Q1	$44.4M	Sell	74,348 -293	-0.4%	-$183K	5%	1
2025 Q4	$46.8M	Buy	74,641 +3,523	+5%	+$2.19M	5.14%	1
2025 Q3	$43.6M	Buy	71,118 +1,901	+3%	+$1.12M	4.93%	1
2025 Q2	$39.3M	Buy	69,217 +2,278	+3%	+$1.2M	4.6%	1
2025 Q1	$34.4M	Buy	66,939 +3,201	+5%	+$1.73M	4.27%	1
2024 Q4	$34.3M	Buy	63,738 +4,468	+8%	+$2.42M	4.19%	1
2024 Q3	$31.3M	Sell	59,270 -32,172	-35%	-$16.4M	3.83%	1
2024 Q2	$45.7M	Buy	91,442 +434	+0.5%	+$209K	5.47%	1
2024 Q1	$43.7M	Buy	+91,008	New	+$41.7M	4.9%	1
2023 Q4	–	Sell	-225	Closed	-$88.2K	–	500
2023 Q3	$88.2K	Buy	+225	New	+$92K	0.01%	360

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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