Avantax Planning Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.34M | Buy |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $953K | Buy |
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|
2023
Q2 | $797K | Buy |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $837K | Buy |
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|
2022
Q3 | $670K | Sell |
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|
2022
Q2 | $824K | Buy |
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|
2022
Q1 | $932K | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $996K | Buy |
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|
2021
Q2 | $981K | Buy |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $408K | Sell |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | $323K | Buy |
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|
2019
Q4 | $394K | Buy |
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|
2019
Q3 | $302K | Buy |
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|
2019
Q2 | $293K | Sell |
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|
2019
Q1 | $415K | Sell |
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|
2018
Q4 | $533K | Buy |
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|
2018
Q3 | $425K | Buy |
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|
2018
Q2 | $386K | Sell |
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|
2018
Q1 | $438K | Buy |
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|
2017
Q4 | $443K | Sell |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $1.07M | Buy |
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|
2017
Q1 | $984K | Buy |
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|
2016
Q4 | $809K | Buy |
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