YWS
VOO icon

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

Yarger Wealth Strategies’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 		$7.04M Sell
10,150
-24
-0.2% -$16K 2.56% 12
2026
Q1 		$6.08M Buy
10,174
+77
+0.8% +$48.2K 2.47% 12
2025
Q4 		$6.33M Buy
10,097
+1,238
+14% +$769K 2.72% 12
2025
Q3 		$5.43M Buy
8,859
+454
+5% +$268K 2.49% 13
2025
Q2 		$4.77M Sell
8,405
-98
-1% -$51.5K 2.5% 14
2025
Q1 		$4.37M Sell
8,503
-371
-4% -$201K 2.55% 13
2024
Q4 		$4.78M Buy
8,874
+37
+0.4% +$20K 2.76% 13
2024
Q3 		$4.66M Buy
8,837
+29
+0.3% +$14.7K 2.58% 14
2024
Q2 		$4.41M Buy
8,808
+3,044
+53% +$1.46M 2.65% 13
2024
Q1 		$2.77M Buy
5,764
+488
+9% +$223K 1.89% 19
2023
Q4 		$2.3M Buy
5,276
+303
+6% +$124K 1.86% 17
2023
Q3 		$1.95M Sell
4,973
-97
-2% -$39.7K 1.66% 19
2023
Q2 		$2.07M Buy
5,070
+951
+23% +$367K 1.86% 18
2023
Q1 		$1.55M Sell
4,119
-213
-5% -$78.1K 1.7% 19
2022
Q4 		$1.52M Buy
4,332
+15
+0.3% +$5.3K 1.88% 17
2022
Q3 		$1.42M Sell
4,317
-2,830
-40% -$1.03M 1.88% 17
2022
Q2 		$2.55M Buy
7,147
+59
+0.8% +$22.2K 3.3% 13
2022
Q1 		$2.94M Sell
7,088
-1,610
-19% -$659K 3.84% 10
2021
Q4 		$3.8M Buy
+8,698
New +$3.67M 4.09% 10

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