AE Wealth 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 | $186M | Sell |
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|
2025
Q1 | $183M | Sell |
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|
2024
Q4 | $196M | Sell |
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|
2024
Q3 | $199M | Sell |
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|
2024
Q2 | $204M | Sell |
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|
2024
Q1 | $196M | Sell |
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|
2023
Q4 | $394M | Buy |
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|
2023
Q3 | $300M | Sell |
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|
2023
Q2 | $328M | Sell |
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|
2023
Q1 | $314M | Sell |
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|
2022
Q4 | $299M | Sell |
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|
2022
Q3 | $344M | Buy |
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|
2022
Q2 | $361M | Sell |
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|
2022
Q1 | $459M | Sell |
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|
2021
Q4 | $500M | Buy |
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|
2021
Q3 | $444M | Sell |
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|
2021
Q2 | $454M | Sell |
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|
2021
Q1 | $428M | Buy |
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|
2020
Q4 | $387M | Buy |
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|
2020
Q3 | $333M | Sell |
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|
2020
Q2 | $314M | Buy |
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|
2020
Q1 | $238M | Sell |
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|
2019
Q4 | $301M | Buy |
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|
2019
Q3 | $261M | Sell |
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|
2019
Q2 | $264M | Buy |
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|
2019
Q1 | $121M | Buy |
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|
2018
Q4 | $7.36M | Sell |
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|
2018
Q3 | $255M | Buy |
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|
2018
Q2 | $223M | Buy |
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|
2018
Q1 | $192M | Buy |
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|
2017
Q4 | $147M | Sell |
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|
2017
Q3 | $210M | Buy |
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|
2017
Q2 | $143M | Buy |
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|
2017
Q1 | $80.5M | Buy |
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|
2016
Q4 | $24.5M | Buy |
|