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Zynergy Retirement Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-10
Closed -$5.39K – 105
2025
Q1 		$5.39K Hold
10
– – ﹤0.01% 95
2024
Q4 		$5.28K Hold
10
– – ﹤0.01% 88
2024
Q3 		$5.28K Hold
10
– – ﹤0.01% 88
2024
Q2 		$5K Buy
+10
New +$4.81K ﹤0.01% 98

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Zynergy Retirement Planning's VOO Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 10 shares — an estimated $5.39K sold.

Zynergy Retirement Planning first reported a position in VOO in Q2 2024 and held it in 4 quarters. The position peaked at $5.39K in Q1 2025. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 10 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $5.39K.
  • Zynergy Retirement Planning first reported a position in Vanguard S&P 500 ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Vanguard S&P 500 ETF position peaked at $5.39K in Q1 2025.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.