AL
Aspiriant LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $89.6M | Buy |
157,684
+2,307
| +1% | +$1.31M | 2.85% | 7 |
|
2025
Q1 | $79.8M | Buy |
155,377
+3,778
| +2% | +$1.94M | 2.77% | 7 |
|
2024
Q4 | $81.7M | Sell |
151,599
-1,608
| -1% | -$866K | 2.95% | 7 |
|
2024
Q3 | $80.8M | Buy |
153,207
+1,228
| +0.8% | +$648K | 3.07% | 7 |
|
2024
Q2 | $76M | Buy |
151,979
+311
| +0.2% | +$156K | 3.1% | 7 |
|
2024
Q1 | $72.9M | Sell |
151,668
-421
| -0.3% | -$202K | 3.02% | 7 |
|
2023
Q4 | $66.5M | Buy |
152,089
+4,480
| +3% | +$1.96M | 2.99% | 7 |
|
2023
Q3 | $58M | Sell |
147,609
-2,228
| -1% | -$875K | 2.97% | 8 |
|
2023
Q2 | $61M | Sell |
149,837
-1,600
| -1% | -$652K | 3.08% | 7 |
|
2023
Q1 | $56.9M | Buy |
151,437
+797
| +0.5% | +$300K | 2.98% | 7 |
|
2022
Q4 | $52.9M | Sell |
150,640
-1,356
| -0.9% | -$476K | 2.7% | 8 |
|
2022
Q3 | $49.9M | Sell |
151,996
-289
| -0.2% | -$94.9K | 2.44% | 9 |
|
2022
Q2 | $52.8M | Buy |
152,285
+221
| +0.1% | +$76.7K | 2.55% | 9 |
|
2022
Q1 | $63.1M | Buy |
152,064
+72
| +0% | +$29.9K | 3.47% | 5 |
|
2021
Q4 | $66.4M | Buy |
151,992
+114
| +0.1% | +$49.8K | 3.55% | 5 |
|
2021
Q3 | $59.9M | Buy |
151,878
+992
| +0.7% | +$391K | 3.52% | 7 |
|
2021
Q2 | $59.4M | Buy |
150,886
+3,184
| +2% | +$1.25M | 3.36% | 7 |
|
2021
Q1 | $53.8M | Buy |
147,702
+3,325
| +2% | +$1.21M | 3.44% | 7 |
|
2020
Q4 | $49.6M | Sell |
144,377
-6,143
| -4% | -$2.11M | 3.39% | 7 |
|
2020
Q3 | $46.3M | Buy |
150,520
+447
| +0.3% | +$138K | 3.62% | 7 |
|
2020
Q2 | $42.5M | Sell |
150,073
-4,980
| -3% | -$1.41M | 3.95% | 9 |
|
2020
Q1 | $36.7M | Buy |
155,053
+682
| +0.4% | +$161K | 3.62% | 9 |
|
2019
Q4 | $45.7M | Sell |
154,371
-259
| -0.2% | -$76.6K | 4.23% | 6 |
|
2019
Q3 | $42.1M | Sell |
154,630
-247
| -0.2% | -$67.3K | 3.78% | 6 |
|
2019
Q2 | $41.7M | Sell |
154,877
-4,548
| -3% | -$1.22M | 3.48% | 9 |
|
2019
Q1 | $41.4M | Sell |
159,425
-180
| -0.1% | -$46.7K | 3.38% | 8 |
|
2018
Q4 | $36.7M | Buy |
159,605
+163
| +0.1% | +$37.5K | 2.78% | 10 |
|
2018
Q3 | $42.6M | Sell |
159,442
-3,672
| -2% | -$981K | 3.64% | 5 |
|
2018
Q2 | $40.7M | Sell |
163,114
-4,337
| -3% | -$1.08M | 3.48% | 5 |
|
2018
Q1 | $40.5M | Buy |
167,451
+117,529
| +235% | +$28.5M | 3.54% | 6 |
|
2017
Q4 | $12.2M | Sell |
49,922
-138,907
| -74% | -$34.1M | 3.59% | 9 |
|
2017
Q3 | $43.6M | Sell |
188,829
-3,741
| -2% | -$863K | 3.65% | 4 |
|
2017
Q2 | $42.8M | Buy |
192,570
+46,109
| +31% | +$10.2M | 3.72% | 4 |
|
2017
Q1 | $31.7M | Buy |
146,461
+143,996
| +5,842% | +$31.2M | 2.7% | 7 |
|
2016
Q4 | $506K | Buy |
+2,465
| New | +$506K | 0.05% | 135 |
|
2016
Q3 | – | Sell |
-1,394
| Closed | -$263K | – | 202 |
|
2016
Q2 | $263K | Buy |
+1,394
| New | +$263K | 0.02% | 163 |
|
2015
Q4 | – | Sell |
-3,125
| Closed | -$588K | – | 101 |
|
2015
Q3 | $588K | Buy |
3,125
+169
| +6% | +$31.8K | 0.05% | 64 |
|
2015
Q2 | $558K | Buy |
+2,956
| New | +$558K | 0.05% | 69 |
|