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VOO icon

Symphony Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Symphony Financial’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
Q1 		$1.17M Buy
1,961
+769
+65% +$481K 0.15% 106
2025
Q4 		$750K Buy
1,192
+552
+86% +$343K 0.1% 126
2025
Q3 		$391K Sell
640
-1,090
-63% -$642K 0.05% 188
2025
Q2 		$450K Buy
+1,730
New +$909K 0.06% 162
2025
Q1 		– Sell
-510
Closed -$280K – 220
2024
Q4 		$280K Sell
510
-7,579
-94% -$4.11M 0.04% 186
2024
Q3 		$4.25M Buy
8,089
+656
+9% +$333K 0.7% 38
2024
Q2 		$3.74M Buy
7,433
+31
+0.4% +$14.9K 0.68% 39
2024
Q1 		$3.56M Sell
7,402
-13
-0.2% -$5.95K 0.83% 32
2023
Q4 		$3.24M Buy
7,415
+650
+10% +$266K 0.7% 37
2023
Q3 		$2.66M Buy
6,765
+137
+2% +$56K 0.65% 34
2023
Q2 		$2.67M Sell
6,628
-118
-2% -$45.5K 0.66% 39
2023
Q1 		$2.5M Buy
6,746
+504
+8% +$185K 0.65% 35
2022
Q4 		$2.2M Buy
6,242
+117
+2% +$41.3K 0.58% 41
2022
Q3 		$2.04M Buy
6,125
+973
+19% +$355K 0.67% 38
2022
Q2 		$1.8M Sell
5,152
-2,508
-33% -$945K 0.53% 42
2022
Q1 		$965K Buy
+7,660
New +$3.14M 0.23% 85
2021
Q2 		– Sell
-5,147
Closed -$1.92M – 203
2021
Q1 		$1.92M Buy
+5,147
New +$1.83M 0.51% 38

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Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return