Prosperity Wealth Management, Inc. VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1991463
As of 2025-12-31, Prosperity Wealth Management, Inc. reported 24.10K VOO (shares), valued at $15.12M, or 5.03% of its reported non-derivative portfolio. Filed 2026-03-27.
Verify history & sources →Shares increased 0.97%; reported value increased 3.40%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | 5.03% | 24,104 | SEC filing ↗Filed Mar 27, 2026 |
| Q3 2025 | 4.96% | 23,873 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 5.09% | 24,178 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 6.21% | 25,684 | SEC filing ↗Filed Apr 18, 2025 |
| Q4 2024 | 9.00% | 40,532 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 6.11% | 28,929 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 12.70% | 51,639 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 14.08% | 61,818 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 3.57% | 12,475 | SEC filing ↗Filed Jan 30, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.57% | 12,475 | $5.45M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 14.08% | 61,818 | $29.72M | Shares increased 395.54%; reported value increased 445.33%, and weight changed +10.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 12.70% | 51,639 | $25.83M | Shares decreased 16.47%; reported value decreased 13.09%, and weight changed -1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 6.11% | 28,929 | $15.26M | Shares decreased 43.98%; reported value decreased 40.89%, and weight changed -6.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 9.00% | 40,532 | $21.84M | Shares increased 40.11%; reported value increased 43.07%, and weight changed +2.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 6.21% | 25,684 | $13.20M | Shares decreased 36.63%; reported value decreased 39.56%, and weight changed -2.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 5.09% | 24,178 | $13.73M | Shares decreased 5.86%; reported value increased 4.05%, and weight changed -1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 4.96% | 23,873 | $14.62M | Shares decreased 1.26%; reported value increased 6.45%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 5.03% | 24,104 | $15.12M | Shares increased 0.97%; reported value increased 3.40%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 27, 2026 |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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