Valley Wealth Managers’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.05M | Sell |
1,498
-701
| -32% | -$490K | 0.06% | 138 |
|
|
2026
Q2 | $1.51M | Buy |
2,199
+52
| +2% | +$34.7K | 0.09% | 130 |
|
|
2026
Q1 | $1.28M | Buy |
2,147
+65
| +3% | +$40.7K | 0.08% | 126 |
|
|
2025
Q4 | $1.31M | Sell |
2,082
-111
| -5% | -$69K | 0.08% | 128 |
|
|
2025
Q3 | $1.34M | Buy |
2,193
+609
| +38% | +$359K | 0.09% | 124 |
|
|
2025
Q2 | $900K | Sell |
1,584
-294
| -16% | -$155K | 0.06% | 130 |
|
|
2025
Q1 | $965K | Sell |
1,878
-57
| -3% | -$30.8K | 0.07% | 130 |
|
|
2024
Q4 | $1.04M | Sell |
1,935
-175
| -8% | -$94.8K | 0.08% | 128 |
|
|
2024
Q3 | $1.11M | Buy |
2,110
+219
| +12% | +$111K | 0.08% | 127 |
|
|
2024
Q2 | $946K | Buy |
1,891
+274
| +17% | +$132K | 0.08% | 128 |
|
|
2024
Q1 | $777K | Sell |
1,617
-73
| -4% | -$33.4K | 0.06% | 128 |
|
|
2023
Q4 | $738K | Sell |
1,690
-142
| -8% | -$58.1K | 0.06% | 129 |
|
|
2023
Q3 | $719K | Buy |
1,832
+1,246
| +213% | +$509K | 0.06% | 133 |
|
|
2023
Q2 | $239K | Hold |
586
| – | – | 0.02% | 153 |
|
|
2023
Q1 | $220K | Buy |
586
+1
| +0.2% | +$367 | 0.02% | 162 |
|
|
2022
Q4 | $206K | Buy |
585
+1
| +0.2% | +$353 | 0.02% | 167 |
|
|
2022
Q3 | $192K | Buy |
584
+1
| +0.2% | +$365 | 0.02% | 167 |
|
|
2022
Q2 | $202K | Hold |
583
| – | – | 0.02% | 179 |
|
|
2022
Q1 | $242K | Buy |
583
+1
| +0.2% | +$409 | 0.02% | 174 |
|
|
2021
Q4 | $254K | Buy |
582
+1
| +0.2% | +$422 | 0.02% | 178 |
|
|
2021
Q3 | $229K | Buy |
581
+1
| +0.2% | +$406 | 0.02% | 178 |
|
|
2021
Q2 | $228K | Hold |
580
| – | – | 0.02% | 187 |
|
|
2021
Q1 | $211K | Buy |
+580
| New | +$206K | 0.02% | 159 |
|
|
2020
Q1 | – | Sell |
-680
| Closed | -$201K | – | 186 |
|
|
2019
Q4 | $201K | Buy |
+680
| New | +$192K | 0.02% | 183 |
|
|
2019
Q3 | – | Sell |
-904
| Closed | -$243K | – | 205 |
|
|
2019
Q2 | $243K | Buy |
+904
| New | +$239K | 0.03% | 178 |
|
|
2019
Q1 | – | Sell |
-1,244
| Closed | -$286K | – | 211 |
|
|
2018
Q4 | $286K | Buy |
+1,244
| New | +$308K | 0.04% | 142 |
|
|
2017
Q2 | – | Sell |
-609
| Closed | -$132K | – | 175 |
|
|
2017
Q1 | $132K | Hold |
609
| – | – | 0.02% | 123 |
|
|
2016
Q4 | $125K | Buy |
609
+356
| +141% | +$71.4K | 0.02% | 122 |
|
|
2016
Q3 | $50K | Buy |
253
+75
| +42% | +$14.9K | 0.01% | 142 |
|
|
2016
Q2 | $34K | Buy |
+178
| New | +$33.9K | 0.01% | 149 |
|
Other funds holding VOO
RPGK
Valley Wealth Managers's VOO Position: Q3 2026 in Review
Valley Wealth Managers reduced its Vanguard S&P 500 ETF (VOO) stake by 32% in Q3 2026, selling an estimated $490K and leaving 1,498 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #138.
Valley Wealth Managers first reported a position in VOO in Q2 2016 and has held it in 30 quarters since. The position peaked at $1.51M in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VOO as of Q3 2026.
- Valley Wealth Managers held 1,498 shares of Vanguard S&P 500 ETF worth $1.05M as of Q3 2026.
- Valley Wealth Managers sold 701 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $490K.
- Vanguard S&P 500 ETF made up 0.06% of Valley Wealth Managers's portfolio in Q3 2026, its #138 holding.
- Valley Wealth Managers first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 30 quarters since.
- Valley Wealth Managers's Vanguard S&P 500 ETF position peaked at $1.51M in Q2 2026.
- 1,250 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.
Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.