Advisory Research’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 | $3.49M | Buy |
6,142
+167
| +3% | +$94.9K | 0.54% | 43 |
|
|
2025
Q1 | $3.07M | Sell |
5,975
-547
| -8% | -$281K | 0.54% | 43 |
|
|
2024
Q4 | $3.51M | Buy |
6,522
+79
| +1% | +$42.6K | 0.58% | 43 |
|
|
2024
Q3 | $3.4M | Hold |
6,443
| – | – | 0.6% | 46 |
|
|
2024
Q2 | $3.22M | Sell |
6,443
-211
| -3% | -$106K | 0.61% | 43 |
|
|
2024
Q1 | $3.2M | Hold |
6,654
| – | – | 0.64% | 41 |
|
|
2023
Q4 | $2.91M | Hold |
6,654
| – | – | 0.45% | 56 |
|
|
2023
Q3 | $2.61M | Sell |
6,654
-1,460
| -18% | -$573K | 0.36% | 73 |
|
|
2023
Q2 | $3.3M | Sell |
8,114
-2,335
| -22% | -$951K | 0.42% | 55 |
|
|
2023
Q1 | $3.93M | Hold |
10,449
| – | – | 0.65% | 37 |
|
|
2022
Q4 | $3.67M | Hold |
10,449
| – | – | 0.35% | 48 |
|
|
2022
Q3 | $3.43M | Sell |
10,449
-2,634
| -20% | -$865K | 0.34% | 56 |
|
|
2022
Q2 | $4.54M | Hold |
13,083
| – | – | 0.44% | 45 |
|
|
2022
Q1 | $5.43M | Hold |
13,083
| – | – | 0.44% | 47 |
|
|
2021
Q4 | $5.71M | Hold |
13,083
| – | – | 0.45% | 50 |
|
|
2021
Q3 | $5.16M | Hold |
13,083
| – | – | 0.33% | 82 |
|
|
2021
Q2 | $5.15M | Hold |
13,083
| – | – | 0.34% | 86 |
|
|
2021
Q1 | $4.77M | Sell |
13,083
-13,083
| -50% | -$4.77M | 0.34% | 86 |
|
|
2020
Q4 | $8.99M | Buy |
26,166
+13,083
| +100% | +$4.5M | 0.66% | 55 |
|
|
2020
Q3 | $4.03M | Sell |
13,083
-1,900
| -13% | -$585K | 0.39% | 74 |
|
|
2020
Q2 | $4.25M | Buy |
14,983
+8,668
| +137% | +$2.46M | 0.38% | 74 |
|
|
2020
Q1 | $1.5M | Buy |
+6,315
| New | +$1.5M | 0.1% | 104 |
|