Allworth Financial’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 | $60.3M | Buy |
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|
2025
Q1 | $48.6M | Buy |
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|
2024
Q4 | $53M | Buy |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $5.26M | Sell |
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|
2023
Q3 | $20.6M | Sell |
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|
2023
Q2 | $22.2M | Sell |
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|
2023
Q1 | $20.9M | Sell |
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|
2022
Q4 | $20.7M | Sell |
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|
2022
Q3 | $21.1M | Buy |
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|
2022
Q2 | $21.5M | Sell |
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|
2022
Q1 | $26.7M | Sell |
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|
2021
Q4 | $29.1M | Buy |
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|
2021
Q3 | $3.67M | Buy |
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|
2021
Q2 | $3.25M | Sell |
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|
2021
Q1 | $3.47M | Buy |
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|
2020
Q4 | $3.25M | Sell |
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|
2020
Q3 | $3.13M | Sell |
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|
2020
Q2 | $3.19M | Sell |
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|
2020
Q1 | $3.08M | Buy |
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|
2019
Q4 | $224K | Buy |
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|
2019
Q3 | $167K | Buy |
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|
2019
Q2 | $163K | Buy |
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|
2019
Q1 | $130K | Sell |
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|
2018
Q4 | $125K | Sell |
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|
2018
Q3 | $159K | Sell |
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|
2018
Q2 | $290K | Buy |
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|
2018
Q1 | $82K | Buy |
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|
2017
Q4 | $82K | Sell |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $288K | Hold |
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|
2017
Q1 | $280K | Sell |
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|
2016
Q4 | $446K | Sell |
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|
2016
Q3 | $680K | Sell |
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|
2016
Q2 | $917K | Sell |
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|
2016
Q1 | $935K | Buy |
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|
2015
Q4 | $871K | Buy |
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|
2015
Q3 | $722K | Buy |
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|
2015
Q2 | $774K | Sell |
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|
2015
Q1 | $826K | Sell |
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|
2014
Q4 | $5.91M | Buy |
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|
2014
Q3 | $5.64M | Buy |
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