AF
Advisornet Financial’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 | $12.4M | Buy |
21,784
+574
| +3% | +$326K | 0.8% | 33 |
|
2025
Q1 | $10.9M | Buy |
21,210
+2,982
| +16% | +$1.53M | 0.81% | 28 |
|
2024
Q4 | $9.82M | Buy |
18,228
+2,039
| +13% | +$1.1M | 0.82% | 27 |
|
2024
Q3 | $8.54M | Buy |
16,189
+1,157
| +8% | +$611K | 0.64% | 29 |
|
2024
Q2 | $7.52M | Buy |
15,032
+647
| +4% | +$324K | 0.68% | 28 |
|
2024
Q1 | $6.91M | Sell |
14,385
-32,182
| -69% | -$15.5M | 0.66% | 29 |
|
2023
Q4 | $20.3M | Buy |
46,567
+3,717
| +9% | +$1.62M | 1.88% | 4 |
|
2023
Q3 | $16.8M | Buy |
42,850
+1,466
| +4% | +$576K | 1.53% | 9 |
|
2023
Q2 | $16.9M | Buy |
41,384
+968
| +2% | +$394K | 1.44% | 7 |
|
2023
Q1 | $15.2M | Buy |
40,416
+281
| +0.7% | +$106K | 1.39% | 9 |
|
2022
Q4 | $14.1M | Buy |
40,135
+1,221
| +3% | +$429K | 1.39% | 8 |
|
2022
Q3 | $12.8M | Sell |
38,914
-677
| -2% | -$222K | 1.28% | 8 |
|
2022
Q2 | $13.7M | Buy |
39,591
+802
| +2% | +$278K | 1.35% | 6 |
|
2022
Q1 | $16.1M | Buy |
38,789
+4,916
| +15% | +$2.04M | 1.01% | 13 |
|
2021
Q4 | $14.8M | Buy |
33,873
+14,451
| +74% | +$6.31M | 0.91% | 14 |
|
2021
Q3 | $7.66M | Buy |
19,422
+15,365
| +379% | +$6.06M | 0.53% | 37 |
|
2021
Q2 | $1.6M | Buy |
4,057
+922
| +29% | +$363K | 0.11% | 178 |
|
2021
Q1 | $1.14M | Buy |
3,135
+610
| +24% | +$222K | 0.08% | 226 |
|
2020
Q4 | $868K | Sell |
2,525
-1,533
| -38% | -$527K | 0.07% | 241 |
|
2020
Q3 | $1.25M | Sell |
4,058
-7,132
| -64% | -$2.19M | 0.11% | 184 |
|
2020
Q2 | $3.17M | Buy |
11,190
+560
| +5% | +$159K | 0.26% | 90 |
|
2020
Q1 | $2.52M | Buy |
10,630
+7,003
| +193% | +$1.66M | 0.23% | 95 |
|
2019
Q4 | $1.07M | Buy |
3,627
+1,370
| +61% | +$405K | 0.09% | 206 |
|
2019
Q3 | $615K | Sell |
2,257
-611
| -21% | -$166K | 0.06% | 294 |
|
2019
Q2 | $772K | Buy |
2,868
+1,067
| +59% | +$287K | 0.09% | 226 |
|
2019
Q1 | $467K | Sell |
1,801
-2,608
| -59% | -$676K | 0.06% | 282 |
|
2018
Q4 | $1.01M | Buy |
4,409
+3,286
| +293% | +$755K | 0.14% | 159 |
|
2018
Q3 | $300K | Buy |
1,123
+83
| +8% | +$22.2K | 0.04% | 348 |
|
2018
Q2 | $259K | Sell |
1,040
-212
| -17% | -$52.8K | 0.04% | 346 |
|
2018
Q1 | $303K | Buy |
1,252
+410
| +49% | +$99.2K | 0.04% | 315 |
|
2017
Q4 | $207K | Buy |
+842
| New | +$207K | 0.03% | 347 |
|