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

Significant 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	$590K	Sell	859 -917	-52%	-$611K	0.64%	47
2026 Q1	$1.06M	Sell	1,776 -148	-8%	-$92.6K	1.31%	25
2025 Q4	$1.21M	Sell	1,924 -4,666	-71%	-$2.9M	1.35%	6
2025 Q3	$4.04M	Buy	6,590 +438	+7%	+$258K	1.97%	3
2025 Q2	$3.49M	Buy	6,152 +4,176	+211%	+$2.19M	1.72%	3
2025 Q1	$1.02M	Buy	1,976 +321	+19%	+$174K	0.52%	8
2024 Q4	$892K	Buy	1,655 +99	+6%	+$53.6K	0.46%	9
2024 Q3	$821K	Buy	1,556 +21	+1%	+$10.7K	0.43%	10
2024 Q2	$768K	Buy	1,535 +837	+120%	+$403K	0.43%	8
2024 Q1	$336K	Buy	+698	New	+$319K	0.22%	116

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