Annex Advisory Services’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 | $2.51M | Buy |
4,421
+429
| +11% | +$244K | 0.06% | 118 |
|
|
2025
Q1 | $2.05M | Buy |
3,992
+31
| +0.8% | +$15.9K | 0.06% | 120 |
|
|
2024
Q4 | $2.13M | Sell |
3,961
-182
| -4% | -$98.1K | 0.06% | 118 |
|
|
2024
Q3 | $2.19M | Buy |
4,143
+937
| +29% | +$494K | 0.07% | 107 |
|
|
2024
Q2 | $1.6M | Buy |
3,206
+25
| +0.8% | +$12.5K | 0.06% | 107 |
|
|
2024
Q1 | $1.53M | Buy |
3,181
+1,260
| +66% | +$606K | 0.05% | 110 |
|
|
2023
Q4 | $839K | Buy |
1,921
+531
| +38% | +$232K | 0.04% | 137 |
|
|
2023
Q3 | $546K | Sell |
1,390
-114
| -8% | -$44.8K | 0.03% | 145 |
|
|
2023
Q2 | $613K | Buy |
1,504
+15
| +1% | +$6.11K | 0.03% | 130 |
|
|
2023
Q1 | $560K | Buy |
1,489
+51
| +4% | +$19.2K | 0.03% | 132 |
|
|
2022
Q4 | $505K | Sell |
1,438
-25
| -2% | -$8.79K | 0.03% | 150 |
|
|
2022
Q3 | $480K | Sell |
1,463
-14
| -0.9% | -$4.59K | 0.03% | 148 |
|
|
2022
Q2 | $513K | Sell |
1,477
-12
| -0.8% | -$4.17K | 0.04% | 150 |
|
|
2022
Q1 | $618K | Buy |
1,489
+98
| +7% | +$40.7K | 0.05% | 142 |
|
|
2021
Q4 | $607K | Buy |
1,391
+227
| +20% | +$99.1K | 0.04% | 144 |
|
|
2021
Q3 | $459K | Sell |
1,164
-54
| -4% | -$21.3K | 0.04% | 148 |
|
|
2021
Q2 | $479K | Buy |
1,218
+376
| +45% | +$148K | 0.04% | 147 |
|
|
2021
Q1 | $307K | Sell |
842
-64
| -7% | -$23.3K | 0.03% | 163 |
|
|
2020
Q4 | $311K | Buy |
906
+48
| +6% | +$16.5K | 0.03% | 152 |
|
|
2020
Q3 | $264K | Sell |
858
-67
| -7% | -$20.6K | 0.03% | 114 |
|
|
2020
Q2 | $262K | Buy |
+925
| New | +$262K | 0.04% | 106 |
|