AAS
Avantax Advisory Services’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 | $109M | Buy |
191,870
+4,925
| +3% | +$2.8M | 0.6% | 20 |
|
|
2025
Q1 | $96.1M | Buy |
186,945
+4,038
| +2% | +$2.08M | 0.58% | 24 |
|
|
2024
Q4 | $98.6M | Buy |
182,907
+3,882
| +2% | +$2.09M | 0.62% | 22 |
|
|
2024
Q3 | $94.5M | Buy |
179,025
+5,972
| +3% | +$3.15M | 0.62% | 20 |
|
|
2024
Q2 | $86.5M | Buy |
173,053
+52,546
| +44% | +$26.3M | 0.62% | 20 |
|
|
2024
Q1 | $57.9M | Sell |
120,507
-3,739
| -3% | -$1.8M | 0.51% | 25 |
|
|
2023
Q4 | $54.3M | Buy |
124,246
+4,185
| +3% | +$1.83M | 0.54% | 23 |
|
|
2023
Q3 | $47.1M | Buy |
120,061
+3,622
| +3% | +$1.42M | 0.53% | 23 |
|
|
2023
Q2 | $47.4M | Buy |
116,439
+3,683
| +3% | +$1.5M | 0.54% | 23 |
|
|
2023
Q1 | $42.4M | Buy |
112,756
+9,152
| +9% | +$3.44M | 0.52% | 24 |
|
|
2022
Q4 | $36.4M | Buy |
103,604
+9,315
| +10% | +$3.27M | 0.49% | 26 |
|
|
2022
Q3 | $31M | Sell |
94,289
-2,478
| -3% | -$814K | 0.48% | 26 |
|
|
2022
Q2 | $33.6M | Sell |
96,767
-2,903
| -3% | -$1.01M | 0.51% | 24 |
|
|
2022
Q1 | $41.4M | Buy |
99,670
+7,538
| +8% | +$3.13M | 0.57% | 24 |
|
|
2021
Q4 | $40.3M | Buy |
92,132
+7,659
| +9% | +$3.35M | 0.61% | 23 |
|
|
2021
Q3 | $33.4M | Buy |
84,473
+7,747
| +10% | +$3.06M | 0.56% | 24 |
|
|
2021
Q2 | $30.2M | Buy |
76,726
+10,947
| +17% | +$4.31M | 0.55% | 26 |
|
|
2021
Q1 | $24M | Sell |
65,779
-8,661
| -12% | -$3.16M | 0.51% | 27 |
|
|
2020
Q4 | $25.6M | Sell |
74,440
-60,138
| -45% | -$20.7M | 0.61% | 24 |
|
|
2020
Q3 | $41.4M | Buy |
134,578
+66,247
| +97% | +$20.4M | 0.66% | 25 |
|
|
2020
Q2 | $19.4M | Buy |
68,331
+24,754
| +57% | +$7.02M | 0.56% | 25 |
|
|
2020
Q1 | $10.3M | Buy |
43,577
+6,845
| +19% | +$1.62M | 0.31% | 53 |
|
|
2019
Q4 | $10.9M | Buy |
36,732
+27,509
| +298% | +$8.13M | 0.25% | 62 |
|
|
2019
Q3 | $2.52M | Buy |
9,223
+1,199
| +15% | +$328K | 0.1% | 104 |
|
|
2019
Q2 | $2.16M | Buy |
8,024
+741
| +10% | +$199K | 0.1% | 108 |
|
|
2019
Q1 | $1.89M | Buy |
7,283
+431
| +6% | +$112K | 0.1% | 107 |
|
|
2018
Q4 | $1.58M | Buy |
+6,852
| New | +$1.58M | 0.26% | 96 |
|