Apella Capital’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 | $20.2M | Buy |
35,379
+8,888
| +34% | +$5.07M | 0.55% | 41 |
|
|
2025
Q1 | $13.2M | Buy |
26,491
+17,301
| +188% | +$8.64M | 0.45% | 46 |
|
|
2024
Q4 | $4.95M | Buy |
9,190
+119
| +1% | +$64.1K | 0.19% | 79 |
|
|
2024
Q3 | $4.74M | Buy |
9,071
+2,722
| +43% | +$1.42M | 0.19% | 71 |
|
|
2024
Q2 | $3.24M | Buy |
6,349
+680
| +12% | +$347K | 0.15% | 85 |
|
|
2024
Q1 | $2.71M | Buy |
5,669
+956
| +20% | +$456K | 0.14% | 86 |
|
|
2023
Q4 | $2.02M | Sell |
4,713
-217
| -4% | -$93.2K | 0.11% | 91 |
|
|
2023
Q3 | $1.94M | Buy |
4,930
+434
| +10% | +$170K | 0.14% | 86 |
|
|
2023
Q2 | $1.83M | Buy |
+4,496
| New | +$1.83M | 0.13% | 83 |
|
|
2022
Q4 | $1.33M | Sell |
3,799
-981
| -21% | -$345K | 0.12% | 87 |
|
|
2022
Q3 | $1.57M | Buy |
4,780
+184
| +4% | +$60.4K | 0.18% | 74 |
|
|
2022
Q2 | $1.59M | Buy |
4,596
+2,150
| +88% | +$746K | 0.19% | 76 |
|
|
2022
Q1 | $1.02M | Sell |
2,446
-48
| -2% | -$19.9K | 0.14% | 90 |
|
|
2021
Q4 | $1.09M | Sell |
2,494
-17
| -0.7% | -$7.42K | 0.14% | 84 |
|
|
2021
Q3 | $990K | Buy |
2,511
+11
| +0.4% | +$4.34K | 0.14% | 95 |
|
|
2021
Q2 | $984K | Sell |
2,500
-876
| -26% | -$345K | 0.16% | 92 |
|
|
2021
Q1 | $1.23M | Buy |
3,376
+301
| +10% | +$110K | 0.39% | 51 |
|
|
2020
Q4 | $1.06M | Sell |
3,075
-118
| -4% | -$40.6K | 0.37% | 59 |
|
|
2020
Q3 | $982K | Sell |
3,193
-532
| -14% | -$164K | 0.39% | 57 |
|
|
2020
Q2 | $1.06M | Sell |
3,725
-25
| -0.7% | -$7.09K | 0.49% | 51 |
|
|
2020
Q1 | $888K | Buy |
+3,750
| New | +$888K | 0.52% | 50 |
|