Spectrum Wealth Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Spectrum Wealth Counsel’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	$100K	Sell	195 -50	-20%	-$27K	0.01%	151
2024 Q4	$132K	Hold	245	–	–	0.02%	133
2024 Q3	$129K	Hold	245	–	–	0.02%	135
2024 Q2	$123K	Sell	245 -45	-16%	-$21.7K	0.02%	145
2024 Q1	$139K	Hold	290	–	–	0.02%	145
2023 Q4	$127K	Buy	+290	New	+$119K	0.02%	152

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

Spectrum Wealth Counsel's VOO Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Vanguard S&P 500 ETF (VOO) stake by 20% in Q1 2025, selling an estimated $27K and leaving 195 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #151.

Spectrum Wealth Counsel first reported a position in VOO in Q4 2023 and has held it in 6 quarters since. The position peaked at $139K in Q1 2024. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Spectrum Wealth Counsel held 195 shares of Vanguard S&P 500 ETF worth $100K as of Q1 2025.
Spectrum Wealth Counsel sold 50 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $27K.
Vanguard S&P 500 ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #151 holding.
Spectrum Wealth Counsel first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's Vanguard S&P 500 ETF position peaked at $139K in Q1 2024.
3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.