Aptus Capital Advisors’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 | $68.8M | Buy |
121,176
+13,641
| +13% | +$7.75M | 0.56% | 31 |
|
2025
Q1 | $55.3M | Buy |
107,535
+11,746
| +12% | +$6.04M | 0.57% | 34 |
|
2024
Q4 | $51.6M | Buy |
95,789
+53,280
| +125% | +$28.7M | 0.54% | 37 |
|
2024
Q3 | $22.4M | Buy |
42,509
+22,127
| +109% | +$11.7M | 0.33% | 71 |
|
2024
Q2 | $10.2M | Sell |
20,382
-18,953
| -48% | -$9.48M | 0.18% | 109 |
|
2024
Q1 | $18.9M | Buy |
39,335
+4,796
| +14% | +$2.31M | 0.35% | 56 |
|
2023
Q4 | $15.1M | Sell |
34,539
-9,058
| -21% | -$3.96M | 0.41% | 58 |
|
2023
Q3 | $17.1M | Buy |
43,597
+8,249
| +23% | +$3.24M | 0.47% | 45 |
|
2023
Q2 | $14.4M | Buy |
35,348
+5,824
| +20% | +$2.37M | 0.35% | 51 |
|
2023
Q1 | $11.1M | Buy |
29,524
+23,951
| +430% | +$9.01M | 0.3% | 68 |
|
2022
Q4 | $1.96M | Sell |
5,573
-972
| -15% | -$342K | 0.06% | 212 |
|
2022
Q3 | $2.16M | Buy |
6,545
+2,193
| +50% | +$723K | 0.05% | 193 |
|
2022
Q2 | $1.52M | Buy |
4,352
+138
| +3% | +$48.1K | 0.04% | 204 |
|
2022
Q1 | $1.75M | Sell |
4,214
-77
| -2% | -$32K | 0.04% | 207 |
|
2021
Q4 | $1.87M | Buy |
4,291
+2,201
| +105% | +$961K | 0.06% | 198 |
|
2021
Q3 | $827K | Sell |
2,090
-25
| -1% | -$9.89K | 0.02% | 232 |
|
2021
Q2 | $835K | Hold |
2,115
| – | – | 0.02% | 230 |
|
2021
Q1 | $770K | Buy |
2,115
+1,240
| +142% | +$451K | 0.03% | 217 |
|
2020
Q4 | $300K | Sell |
875
-22,360
| -96% | -$7.67M | 0.01% | 251 |
|
2020
Q3 | $7.15M | Sell |
23,235
-254
| -1% | -$78.2K | 0.38% | 29 |
|
2020
Q2 | $6.66M | Buy |
23,489
+498
| +2% | +$141K | 0.42% | 27 |
|
2020
Q1 | $5.44M | Buy |
22,991
+6,081
| +36% | +$1.44M | 0.47% | 24 |
|
2019
Q4 | $5M | Sell |
16,910
-1,223
| -7% | -$362K | 0.35% | 30 |
|
2019
Q3 | $4.94M | Sell |
18,133
-689
| -4% | -$188K | 0.28% | 24 |
|
2019
Q2 | $5.07M | Buy |
+18,822
| New | +$5.07M | 0.71% | 16 |
|