Avantax Planning Partners’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 | $2.11M | Buy |
3,712
+333
| +10% | +$189K | 0.07% | 127 |
|
|
2025
Q1 | $1.74M | Buy |
3,379
+103
| +3% | +$52.9K | 0.06% | 140 |
|
|
2024
Q4 | $1.77M | Sell |
3,276
-101
| -3% | -$54.4K | 0.06% | 132 |
|
|
2024
Q3 | $1.78M | Buy |
3,377
+341
| +11% | +$180K | 0.06% | 134 |
|
|
2024
Q2 | $1.52M | Sell |
3,036
-605
| -17% | -$303K | 0.05% | 165 |
|
|
2024
Q1 | $1.75M | Buy |
3,641
+61
| +2% | +$29.3K | 0.06% | 158 |
|
|
2023
Q4 | $1.56M | Buy |
3,580
+1,154
| +48% | +$504K | 0.06% | 134 |
|
|
2023
Q3 | $953K | Buy |
2,426
+470
| +24% | +$185K | 0.04% | 166 |
|
|
2023
Q2 | $797K | Buy |
1,956
+138
| +8% | +$56.2K | 0.03% | 186 |
|
|
2023
Q1 | $684K | Sell |
1,818
-565
| -24% | -$212K | 0.03% | 205 |
|
|
2022
Q4 | $837K | Buy |
2,383
+342
| +17% | +$120K | 0.03% | 185 |
|
|
2022
Q3 | $670K | Sell |
2,041
-335
| -14% | -$110K | 0.03% | 194 |
|
|
2022
Q2 | $824K | Buy |
2,376
+132
| +6% | +$45.8K | 0.04% | 176 |
|
|
2022
Q1 | $932K | Sell |
2,244
-623
| -22% | -$259K | 0.04% | 165 |
|
|
2021
Q4 | $1.25M | Buy |
2,867
+343
| +14% | +$150K | 0.05% | 142 |
|
|
2021
Q3 | $996K | Buy |
2,524
+32
| +1% | +$12.6K | 0.05% | 141 |
|
|
2021
Q2 | $981K | Buy |
2,492
+1,158
| +87% | +$456K | 0.05% | 136 |
|
|
2021
Q1 | $486K | Buy |
1,334
+11
| +0.8% | +$4.01K | 0.03% | 191 |
|
|
2020
Q4 | $455K | Sell |
1,323
-2
| -0.2% | -$688 | 0.02% | 190 |
|
|
2020
Q3 | $408K | Sell |
1,325
-218
| -14% | -$67.1K | 0.02% | 201 |
|
|
2020
Q2 | $437K | Buy |
1,543
+181
| +13% | +$51.3K | 0.02% | 187 |
|
|
2020
Q1 | $323K | Buy |
1,362
+29
| +2% | +$6.88K | 0.02% | 196 |
|
|
2019
Q4 | $394K | Buy |
1,333
+225
| +20% | +$66.5K | 0.02% | 200 |
|
|
2019
Q3 | $302K | Buy |
1,108
+32
| +3% | +$8.72K | 0.02% | 232 |
|
|
2019
Q2 | $293K | Sell |
1,076
-522
| -33% | -$142K | 0.02% | 233 |
|
|
2019
Q1 | $415K | Sell |
1,598
-721
| -31% | -$187K | 0.03% | 185 |
|
|
2018
Q4 | $533K | Buy |
2,319
+727
| +46% | +$167K | 0.04% | 143 |
|
|
2018
Q3 | $425K | Buy |
1,592
+47
| +3% | +$12.5K | 0.03% | 151 |
|
|
2018
Q2 | $386K | Sell |
1,545
-263
| -15% | -$65.7K | 0.03% | 152 |
|
|
2018
Q1 | $438K | Buy |
1,808
+1
| +0.1% | +$242 | 0.04% | 186 |
|
|
2017
Q4 | $443K | Sell |
1,807
-3,687
| -67% | -$904K | 0.04% | 184 |
|
|
2017
Q3 | $1.27M | Buy |
5,494
+661
| +14% | +$153K | 0.1% | 95 |
|
|
2017
Q2 | $1.07M | Buy |
4,833
+283
| +6% | +$62.8K | 0.09% | 101 |
|
|
2017
Q1 | $984K | Buy |
4,550
+610
| +15% | +$132K | 0.09% | 106 |
|
|
2016
Q4 | $809K | Buy |
+3,940
| New | +$809K | 0.09% | 114 |
|