ARC
Advisor Resource Council’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-20,868
| Closed | -$10.7M | – | 566 |
|
2025
Q1 | $10.7M | Buy |
+20,868
| New | +$10.7M | 0.86% | 22 |
|
2024
Q4 | – | Sell |
-828
| Closed | -$437K | – | 256 |
|
2024
Q3 | $437K | Buy |
+828
| New | +$437K | 0.2% | 136 |
|
2024
Q2 | – | Sell |
-836
| Closed | -$365K | – | 218 |
|
2024
Q1 | $365K | Sell |
836
-26,778
| -97% | -$11.7M | 0.15% | 146 |
|
2023
Q4 | $12.1M | Buy |
+27,614
| New | +$12.1M | 1.4% | 11 |
|
2023
Q2 | – | Sell |
-2,178
| Closed | -$820K | – | 259 |
|
2023
Q1 | $820K | Buy |
+2,178
| New | +$820K | 0.21% | 129 |
|
2022
Q3 | – | Sell |
-25,506
| Closed | -$8.85M | – | 487 |
|
2022
Q2 | $8.85M | Buy |
25,506
+23,358
| +1,087% | +$8.1M | 0.82% | 29 |
|
2022
Q1 | $892K | Sell |
2,148
-23,049
| -91% | -$9.57M | 0.27% | 103 |
|
2021
Q4 | $11M | Buy |
25,197
+23,600
| +1,478% | +$10.3M | 0.86% | 23 |
|
2021
Q3 | $630K | Sell |
1,597
-18,452
| -92% | -$7.28M | 0.19% | 120 |
|
2021
Q2 | $7.89M | Buy |
+20,049
| New | +$7.89M | 0.82% | 26 |
|