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Southland Equity Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Southland Equity 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 		$5.95M Buy
8,669
+670
+8% +$447K 1.04% 21
2026
Q1 		$4.78M Buy
7,999
+293
+4% +$183K 0.93% 24
2025
Q4 		$4.83M Buy
7,706
+263
+4% +$163K 0.95% 24
2025
Q3 		$4.56M Sell
7,443
-330
-4% -$195K 0.92% 24
2025
Q2 		$4.42M Sell
7,773
-59
-0.8% -$31K 0.97% 24
2025
Q1 		$4.02M Buy
7,832
+18
+0.2% +$9.73K 0.94% 24
2024
Q4 		$4.21M Buy
7,814
+1,388
+22% +$752K 0.98% 24
2024
Q3 		$3.39M Sell
6,426
-218
-3% -$111K 0.82% 28
2024
Q2 		$3.32M Sell
6,644
-26,708
-80% -$12.9M 0.95% 26
2024
Q1 		$16M Buy
33,352
+803
+2% +$368K 4.5% 5
2023
Q4 		$14.2M Sell
32,549
-484
-1% -$198K 4.44% 6
2023
Q3 		$13M Buy
33,033
+909
+3% +$372K 4.46% 6
2023
Q2 		$13.1M Buy
32,124
+2,192
+7% +$846K 4.41% 6
2023
Q1 		$11.3M Buy
29,932
+301
+1% +$110K 4.42% 5
2022
Q4 		$10.4M Buy
29,631
+51
+0.2% +$18K 4.01% 5
2022
Q3 		$9.71M Sell
29,580
-2,204
-7% -$805K 4.77% 4
2022
Q2 		$11M Sell
31,784
-1,536
-5% -$579K 5.03% 4
2022
Q1 		$13.8M Buy
33,320
+2,910
+10% +$1.19M 5.75% 4
2021
Q4 		$13.3M Buy
30,410
+3,358
+12% +$1.42M 5.44% 4
2021
Q3 		$10.7M Buy
27,052
+892
+3% +$362K 4.9% 4
2021
Q2 		$10.3M Buy
26,160
+5,064
+24% +$1.94M 4.86% 4
2021
Q1 		$7.69M Buy
21,096
+2,131
+11% +$756K 4.36% 4
2020
Q4 		$6.52M Buy
+18,965
New +$6.18M 4.39% 4

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return