Bell Investment Advisors’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 | $2.33M | Sell |
4,097
-41
| -1% | -$23.3K | 0.4% | 32 |
|
|
2025
Q1 | $2.13M | Sell |
4,138
-31
| -0.7% | -$15.9K | 0.39% | 32 |
|
|
2024
Q4 | $2.25M | Sell |
4,169
-8
| -0.2% | -$4.31K | 0.42% | 32 |
|
|
2024
Q3 | $2.2M | Sell |
4,177
-2
| -0% | -$1.06K | 0.4% | 32 |
|
|
2024
Q2 | $2.09M | Sell |
4,179
-1,032
| -20% | -$516K | 0.41% | 32 |
|
|
2024
Q1 | $2.51M | Sell |
5,211
-50
| -1% | -$24K | 0.49% | 29 |
|
|
2023
Q4 | $2.3M | Buy |
5,261
+18
| +0.3% | +$7.86K | 0.47% | 31 |
|
|
2023
Q3 | $2.06M | Buy |
5,243
+1
| +0% | +$393 | 0.46% | 30 |
|
|
2023
Q2 | $2.13M | Sell |
5,242
-83
| -2% | -$33.8K | 0.47% | 29 |
|
|
2023
Q1 | $2M | Sell |
5,325
-23
| -0.4% | -$8.65K | 0.47% | 28 |
|
|
2022
Q4 | $1.88M | Sell |
5,348
-8
| -0.1% | -$2.81K | 0.47% | 27 |
|
|
2022
Q3 | $1.76M | Sell |
5,356
-4
| -0.1% | -$1.31K | 0.55% | 28 |
|
|
2022
Q2 | $1.86M | Buy |
+5,360
| New | +$1.86M | 0.57% | 27 |
|
|
2021
Q4 | $2.39M | Sell |
5,484
-92
| -2% | -$40.2K | 0.66% | 26 |
|
|
2021
Q3 | $2.2M | Buy |
+5,576
| New | +$2.2M | 0.65% | 27 |
|