Advisory Research’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 | $3.49M | Buy |
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|
2025
Q1 | $3.07M | Sell |
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|
2024
Q4 | $3.51M | Buy |
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|
2024
Q3 | $3.4M | Hold |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $3.2M | Hold |
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|
2023
Q4 | $2.91M | Hold |
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|
2023
Q3 | $2.61M | Sell |
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|
2023
Q2 | $3.3M | Sell |
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|
2023
Q1 | $3.93M | Hold |
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|
2022
Q4 | $3.67M | Hold |
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|
2022
Q3 | $3.43M | Sell |
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|
2022
Q2 | $4.54M | Hold |
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|
2022
Q1 | $5.43M | Hold |
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|
2021
Q4 | $5.71M | Hold |
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|
2021
Q3 | $5.16M | Hold |
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|
2021
Q2 | $5.15M | Hold |
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|
2021
Q1 | $4.77M | Sell |
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|
2020
Q4 | $8.99M | Buy |
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|
2020
Q3 | $4.03M | Sell |
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|
2020
Q2 | $4.25M | Buy |
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|
2020
Q1 | $1.5M | Buy |
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