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

WR Wealth Planners’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
2024
Q4 		$53.3K Sell
99
-25
-20% -$13.5K 0.02% 315
2024
Q3 		$65.3K Sell
124
-191
-61% -$97.1K 0.02% 300
2024
Q2 		$158K Sell
315
-64
-17% -$30.8K 0.05% 199
2024
Q1 		$182K Buy
+379
New +$173K 0.06% 185
2023
Q4 		– Sell
-245
Closed -$96.1K – 844
2023
Q3 		$96.1K Buy
245
+197
+410% +$80.6K 0.04% 244
2023
Q2 		$19.5K Buy
48
+13
+37% +$5.01K 0.01% 442
2023
Q1 		$13.1K Sell
35
-200
-85% -$73.3K 0.01% 489
2022
Q4 		$82.5K Buy
235
+200
+571% +$70.7K 0.05% 143
2022
Q3 		$11.4K Hold
35
– – 0.01% 247
2022
Q2 		$12.1K Hold
35
– – 0.01% 268
2022
Q1 		$14.5K Buy
+35
New +$14.3K 0.01% 263

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

WR Wealth Planners's VOO Position: Q4 2024 in Review

WR Wealth Planners reduced its Vanguard S&P 500 ETF (VOO) stake by 20% in Q4 2024, selling an estimated $13.5K and leaving 99 shares worth $53.3K. The position accounts for 0.02% of the portfolio, ranked #315.

WR Wealth Planners first reported a position in VOO in Q1 2022 and has held it in 11 quarters since. The position peaked at $182K in Q1 2024. 3,322 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • WR Wealth Planners held 99 shares of Vanguard S&P 500 ETF worth $53.3K as of Q4 2024.
  • WR Wealth Planners sold 25 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $13.5K.
  • Vanguard S&P 500 ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #315 holding.
  • WR Wealth Planners first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Vanguard S&P 500 ETF position peaked at $182K in Q1 2024.
  • 3,322 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.