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

Transform Wealth’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 		$22.9M Sell
44,559
-4,169
-9% -$2.25M 1.39% 13
2024
Q4 		$26.3M Buy
48,728
+46,445
+2,034% +$25.2M 1.46% 12
2024
Q3 		$1.21M Sell
2,283
-116
-5% -$59K 0.08% 115
2024
Q2 		$1.2M Buy
2,399
+669
+39% +$322K 0.09% 115
2024
Q1 		$832K Buy
1,730
+37
+2% +$16.9K 0.08% 128
2023
Q4 		$740K Buy
1,693
+184
+12% +$75.3K 0.07% 143
2023
Q3 		$595K Buy
1,509
+13
+0.9% +$5.32K 0.06% 156
2023
Q2 		$612K Sell
1,496
-68
-4% -$26.2K 0.06% 165
2023
Q1 		$588K Buy
1,564
+67
+4% +$24.6K 0.06% 162
2022
Q4 		$526K Sell
1,497
-63
-4% -$22.3K 0.06% 144
2022
Q3 		$514K Sell
1,560
-46
-3% -$16.8K 0.07% 119
2022
Q2 		$559K Sell
1,606
-27,574
-94% -$10.4M 0.08% 120
2022
Q1 		$12.1M Sell
29,180
-1,939
-6% -$794K 1.36% 18
2021
Q4 		$13.6M Sell
31,119
-5,058
-14% -$2.14M 1.42% 18
2021
Q3 		$14.3M Buy
36,177
+31,094
+612% +$12.6M 1.64% 11
2021
Q2 		$2M Sell
5,083
-25
-0.5% -$9.6K 0.24% 92
2021
Q1 		$1.86M Buy
5,108
+34
+0.7% +$12.1K 0.37% 79
2020
Q4 		$1.74M Buy
5,074
+44
+0.9% +$14.3K 0.36% 79
2020
Q3 		$1.55M Sell
5,030
-1,115
-18% -$340K 0.25% 84
2020
Q2 		$1.74M Sell
6,145
-6,643
-52% -$1.79M 0.3% 81
2020
Q1 		$3.03M Sell
12,788
-99,428
-89% -$27.9M 0.65% 55
2019
Q4 		$33.2M Sell
112,216
-6,483
-5% -$1.83M 5.26% 1
2019
Q3 		$32.4M Buy
118,699
+64,406
+119% +$17.5M 5.74% 1
2019
Q2 		$14.6M Buy
+54,293
New +$14.4M 2.15% 7

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Transform Wealth's VOO Position: Q1 2025 in Review

Transform Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 8.6% in Q1 2025, selling an estimated $2.25M and leaving 44,559 shares worth $22.9M. The position accounts for 1.39% of the portfolio, ranked #13.

Transform Wealth first reported a position in VOO in Q2 2019 and has held it in 24 quarters since. The position peaked at $33.2M in Q4 2019. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Transform Wealth held 44,559 shares of Vanguard S&P 500 ETF worth $22.9M as of Q1 2025.
  • Transform Wealth sold 4,169 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $2.25M.
  • Vanguard S&P 500 ETF made up 1.39% of Transform Wealth's portfolio in Q1 2025, its #13 holding.
  • Transform Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 24 quarters since.
  • Transform Wealth's Vanguard S&P 500 ETF position peaked at $33.2M in Q4 2019.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.