Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Canonical Asset

VOO Vanguard S&P 500 ETF

Etf No sector NYSE USD Active

Latest pricing comes from the newest ingested market-data snapshot when one exists. Portfolio values fall back to the latest transaction price only if snapshot coverage is still missing.

Research Notes Asset Brief Portfolios Watchlists
Held In Portfolios
2
Tracked In Watchlists
2
Personas Referencing
2
Latest Quote Snapshot
$539.55
Baseline seeded snapshots • Captured May 28, 2026 4:05 PM
Held Shares
250
Held Market Value
$134,887.50

Recent Price History

Baseline seeded snapshots • newest first
Latest ingested quote history
5 sessions of snapshot coverage
VOO close $539.55
Latest close $539.55
Window move +3.4%
Range $517.56 - $545.61
$540.98 $530.64 $520.30 May 22 May 26 May 28
Snapshot history only. This surface does not claim live or streaming market data.
Date Open High Low Close Volume Captured
May 28, 2026 $541.28 $545.61 $535.23 $539.55 8,255,000 May 28, 2026 4:05 PM
May 27, 2026 $535.05 $542.67 $529.97 $536.77 10,010,000 May 27, 2026 4:00 PM
May 26, 2026 $532.58 $538.50 $528.32 $533.43 7,670,000 May 26, 2026 4:00 PM
May 25, 2026 $528.97 $533.20 $523.94 $528.97 9,425,000 May 25, 2026 4:00 PM
May 22, 2026 $522.56 $528.31 $517.56 $521.73 7,085,000 May 22, 2026 4:00 PM

Portfolio Presence

Portfolio Persona Shares Latest Price Mkt Value Gain/Loss
Roth IRA
Index & ETF
 Retirement Fund
Ana Marchi
 150 $539.55
Baseline seeded snapshots · May 28, 2026 4:05 PM
$80,932.50 +$9,682.50
+13.6%
Core Holdings
Buy & Hold
 Long-Term Growth
Julio Marchi
 100 $539.55
Baseline seeded snapshots · May 28, 2026 4:05 PM
$53,955.00 +$5,455.00
+11.2%

Watchlist Presence

Retirement ETF Bench
Retirement Fund · Ana Marchi
High Ready
Large-cap benchmark ETF for contribution comparisons.
Use when wanting slightly narrower exposure than VTI.
Operating Plan
Set Plan
No operating plan recorded yet for this watchlist item.
Added Apr 1, 2024
ETF Benchmarks
Long-Term Growth · Julio Marchi
Medium Watching
Broad S&P benchmark for core exposure decisions.
Use as baseline for active stock picking comparison.
Operating Plan
Set Plan
No operating plan recorded yet for this watchlist item.
Added Feb 3, 2025

Catalyst & Event Timeline

baseline records only — no live news feed
Add Event

Upcoming & Active

VOO Core Accumulation Thesis — Baseline
Apr 19, 2026 · Seeded baseline
Vanguard S&P 500 ETF passive accumulation thesis active. Monitoring for any structural S&P 500 composition changes or benchmark methodology shifts.
Thesis Catalyst Low Edit

Research Notes

+ Note All notes →
Thesis Support Jan 1, 2026 Seeded baseline
S&P 500 Passive Accumulation — Core Position Thesis
VOO is held as a core passive accumulation position. Thesis is straightforward: long-run compounding at market rate with minimal tracking error and 0.03% expense ratio.