AAS
Avantax Advisory Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $71.1M | Buy |
377,023
+4,112
| +1% | +$776K | 0.39% | 35 |
|
2025
Q1 | $68.7M | Buy |
372,911
+32,134
| +9% | +$5.92M | 0.42% | 34 |
|
2024
Q4 | $62.9M | Buy |
340,777
+75,886
| +29% | +$14M | 0.39% | 34 |
|
2024
Q3 | $50.5M | Buy |
264,891
+53,627
| +25% | +$10.2M | 0.33% | 42 |
|
2024
Q2 | $37.1M | Buy |
211,264
+46,195
| +28% | +$8.12M | 0.26% | 52 |
|
2024
Q1 | $29.8M | Buy |
165,069
+106,520
| +182% | +$19.2M | 0.26% | 53 |
|
2023
Q4 | $9.83M | Buy |
58,549
+17,574
| +43% | +$2.95M | 0.1% | 167 |
|
2023
Q3 | $6.09M | Sell |
40,975
-525
| -1% | -$78.1K | 0.07% | 216 |
|
2023
Q2 | $6.46M | Buy |
41,500
+1,628
| +4% | +$253K | 0.07% | 205 |
|
2023
Q1 | $5.85M | Buy |
39,872
+2,908
| +8% | +$427K | 0.07% | 215 |
|
2022
Q4 | $5.18M | Sell |
36,964
-547
| -1% | -$76.6K | 0.07% | 219 |
|
2022
Q3 | $4.66M | Buy |
37,511
+1,177
| +3% | +$146K | 0.07% | 214 |
|
2022
Q2 | $4.83M | Buy |
36,334
+4,297
| +13% | +$571K | 0.07% | 203 |
|
2022
Q1 | $4.84M | Buy |
32,037
+5,479
| +21% | +$827K | 0.07% | 218 |
|
2021
Q4 | $4.02M | Buy |
26,558
+3,137
| +13% | +$475K | 0.06% | 232 |
|
2021
Q3 | $3.29M | Buy |
23,421
+5,857
| +33% | +$821K | 0.05% | 254 |
|
2021
Q2 | $2.5M | Buy |
17,564
+9,763
| +125% | +$1.39M | 0.05% | 287 |
|
2021
Q1 | $1.07M | Buy |
+7,801
| New | +$1.07M | 0.02% | 413 |
|