Apella Capital’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
Q3
$34.6M Buy
2025
Q2
$20.2M Buy
2025
Q1
$13.2M Buy
2024
Q4
$4.95M Buy
2024
Q3
$4.74M Buy
2024
Q2
$3.24M Buy
2024
Q1
$2.71M Buy
2023
Q4
$2.02M Sell
2023
Q3
$1.94M Buy
2023
Q2
$1.83M Buy
2022
Q4
$1.33M Sell
2022
Q3
$1.57M Buy
2022
Q2
$1.59M Buy
2022
Q1
$1.02M Sell
2021
Q4
$1.09M Sell
2021
Q3
$990K Buy
2021
Q2
$984K Sell
2021
Q1
$1.23M Buy
2020
Q4
$1.06M Sell
2020
Q3
$982K Sell
2020
Q2
$1.06M Sell
2020
Q1
$888K Buy