APA
American Portfolios Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $15.1M | Buy |
46,089
+708
| +2% | +$232K | 0.64% | 21 |
|
|
2022
Q2 | $15.7M | Sell |
45,381
-9,860
| -18% | -$3.42M | 0.65% | 20 |
|
|
2022
Q1 | $22.9M | Buy |
55,241
+19,817
| +56% | +$8.23M | 0.78% | 17 |
|
|
2021
Q4 | $15.5M | Buy |
35,424
+1,796
| +5% | +$784K | 0.52% | 26 |
|
|
2021
Q3 | $13.3M | Buy |
33,628
+6,280
| +23% | +$2.48M | 0.5% | 26 |
|
|
2021
Q2 | $10.8M | Sell |
27,348
-1,956
| -7% | -$770K | 0.42% | 39 |
|
|
2021
Q1 | $10.7M | Buy |
29,304
+1,815
| +7% | +$661K | 0.47% | 30 |
|
|
2020
Q4 | $9.45M | Sell |
27,489
-2,194
| -7% | -$754K | 0.48% | 32 |
|
|
2020
Q3 | $9.13M | Sell |
29,683
-26
| -0.1% | -$8K | 0.53% | 31 |
|
|
2020
Q2 | $8.42M | Sell |
29,709
-1,786
| -6% | -$506K | 0.55% | 29 |
|
|
2020
Q1 | $7.46M | Buy |
31,495
+2,069
| +7% | +$490K | 0.62% | 25 |
|
|
2019
Q4 | $8.7M | Buy |
29,426
+1,929
| +7% | +$571K | 0.62% | 23 |
|
|
2019
Q3 | $7.5M | Buy |
27,497
+1,733
| +7% | +$472K | 0.61% | 25 |
|
|
2019
Q2 | $6.93M | Buy |
25,764
+770
| +3% | +$207K | 0.58% | 26 |
|
|
2019
Q1 | $6.49M | Buy |
24,994
+7,869
| +46% | +$2.04M | 0.61% | 29 |
|
|
2018
Q4 | $3.94M | Buy |
17,125
+11,739
| +218% | +$2.7M | 0.49% | 42 |
|
|
2018
Q3 | $1.44M | Buy |
5,386
+2,429
| +82% | +$649K | 0.17% | 127 |
|
|
2018
Q2 | $738K | Buy |
2,957
+826
| +39% | +$206K | 0.1% | 204 |
|
|
2018
Q1 | $516K | Buy |
2,131
+992
| +87% | +$240K | 0.08% | 256 |
|
|
2017
Q4 | $279K | Buy |
+1,139
| New | +$279K | 0.04% | 382 |
|