SP
VOO icon

Successful Portfolios’s Vanguard S&P 500 ETF VOO Stock Holding History

Successful Portfolios’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 		$459K Sell
664
-1
-0.2% -$667 0.21% 97
2026
Q1 		$391K Buy
665
+3
+0.5% +$1.88K 0.22% 95
2025
Q4 		$423K Buy
662
+63
+11% +$39.2K 0.22% 102
2025
Q3 		$367K Sell
599
-39
-6% -$23K 0.21% 96
2025
Q2 		$363K Buy
638
+35
+6% +$18.4K 0.22% 93
2025
Q1 		$310K Hold
603
– – 0.21% 104
2024
Q4 		$325K Buy
603
+9
+2% +$4.88K 0.22% 97
2024
Q3 		$313K Buy
594
+2
+0.3% +$1.02K 0.21% 100
2024
Q2 		$296K Buy
592
+3
+0.5% +$1.44K 0.21% 100
2024
Q1 		$283K Hold
589
– – 0.19% 110
2023
Q4 		$257K Buy
589
+70
+13% +$28.7K 0.19% 123
2023
Q3 		$204K Sell
519
-3
-0.6% -$1.23K 0.18% 132
2023
Q2 		$213K Buy
+522
New +$201K 0.18% 136
2022
Q2 		– Sell
-523
Closed -$217K – 212
2022
Q1 		$217K Sell
523
-5
-0.9% -$2.05K 0.12% 185
2021
Q4 		$231K Sell
528
-7
-1% -$2.96K 0.13% 185
2021
Q3 		$211K Hold
535
– – 0.13% 189
2021
Q2 		$211K Buy
+535
New +$205K 0.13% 188

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 $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B 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