Advance Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
4,194
+2,576
| +159% | +$1.46M | 0.11% | 37 |
|
|
2025
Q1 | $831K | Sell |
1,618
-62
| -4% | -$31.9K | 0.04% | 68 |
|
|
2024
Q4 | $905K | Buy |
1,680
+9
| +0.5% | +$4.85K | 0.04% | 56 |
|
|
2024
Q3 | $882K | Sell |
1,671
-15
| -0.9% | -$7.91K | 0.04% | 58 |
|
|
2024
Q2 | $843K | Buy |
1,686
+139
| +9% | +$69.5K | 0.04% | 55 |
|
|
2024
Q1 | $744K | Buy |
1,547
+17
| +1% | +$8.17K | 0.05% | 57 |
|
|
2023
Q4 | $668K | Buy |
1,530
+195
| +15% | +$85.2K | 0.05% | 50 |
|
|
2023
Q3 | $524K | Buy |
1,335
+427
| +47% | +$168K | 0.05% | 59 |
|
|
2023
Q2 | $370K | Buy |
908
+132
| +17% | +$53.8K | 0.04% | 77 |
|
|
2023
Q1 | $292K | Buy |
776
+11
| +1% | +$4.14K | 0.05% | 80 |
|
|
2022
Q4 | $269K | Sell |
765
-88
| -10% | -$30.9K | 0.04% | 87 |
|
|
2022
Q3 | $280K | Buy |
853
+187
| +28% | +$61.4K | 0.03% | 69 |
|
|
2022
Q2 | $231K | Sell |
666
-8
| -1% | -$2.78K | 0.03% | 76 |
|
|
2022
Q1 | $280K | Buy |
674
+35
| +5% | +$14.5K | 0.03% | 68 |
|
|
2021
Q4 | $279K | Buy |
+639
| New | +$279K | 0.06% | 71 |
|