Advisors Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.81M Buy
2025
Q1
$5.26M Sell
2024
Q4
$5.56M Buy
2024
Q3
$4.48M Buy
2024
Q2
$4.07M Sell
2024
Q1
$4.57M Sell
2023
Q4
$5.87M Buy
2023
Q3
$2.9M Buy
2023
Q2
$1.58M Buy
2023
Q1
$432K Sell
2022
Q4
$515K Sell
2022
Q3
$740K Sell
2022
Q2
$1.15M Buy
2022
Q1
$957K Sell
2021
Q4
$1.06M Buy
2021
Q3
$257K Hold
2021
Q2
$256K Sell
2021
Q1
$287K Buy
2020
Q4
$241K Buy
2019
Q1
Sell
2018
Q4
$676K Buy