BLB&B Advisors’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
2026
Q1
$5.5M Buy
9,207
+2,656
+41% +$1.66M 0.23% 61
2025
Q4
$4.11M Sell
6,551
-255
-4% -$158K 0.17% 72
2025
Q3
$4.17M Sell
6,806
-59
-0.9% -$34.8K 0.18% 69
2025
Q2
$3.9M Buy
6,865
+299
+5% +$157K 0.18% 69
2025
Q1
$3.37M Sell
6,566
-91
-1% -$49.2K 0.17% 70
2024
Q4
$3.59M Buy
6,657
+261
+4% +$141K 0.18% 65
2024
Q3
$3.38M Sell
6,396
-48
-0.7% -$24.4K 0.17% 67
2024
Q2
$3.22M Sell
6,444
-63
-1% -$30.3K 0.18% 68
2024
Q1
$3.13M Sell
6,507
-12
-0.2% -$5.49K 0.18% 70
2023
Q4
$2.85M Buy
6,519
+845
+15% +$346K 0.18% 74
2023
Q3
$2.23M Buy
5,674
+1,018
+22% +$416K 0.16% 76
2023
Q2
$1.9M Buy
4,656
+5
+0.1% +$1.93K 0.13% 89
2023
Q1
$1.75M Buy
4,651
+21
+0.5% +$7.7K 0.13% 94
2022
Q4
$1.63M Buy
4,630
+1,041
+29% +$368K 0.13% 94
2022
Q3
$1.18M Buy
3,589
+779
+28% +$285K 0.1% 105
2022
Q2
$975K Buy
2,810
+34
+1% +$12.8K 0.08% 111
2022
Q1
$1.15M Buy
2,776
+41
+1% +$16.8K 0.08% 109
2021
Q4
$1.19M Buy
2,735
+361
+15% +$152K 0.08% 111
2021
Q3
$936K Buy
2,374
+40
+2% +$16.2K 0.06% 133
2021
Q2
$918K Buy
2,334
+196
+9% +$75.2K 0.07% 127
2021
Q1
$779K Sell
2,138
-68
-3% -$24.1K 0.06% 133
2020
Q4
$758K Buy
2,206
+8
+0.4% +$2.61K 0.06% 145
2020
Q3
$676K Sell
2,198
-99
-4% -$30.2K 0.07% 135
2020
Q2
$651K Buy
+2,297
New +$618K 0.07% 139
2020
Q1
Sell
-1,775
Closed -$525K 280
2019
Q4
$525K Hold
1,775
0.05% 180
2019
Q3
$484K Buy
1,775
+25
+1% +$6.79K 0.05% 185
2019
Q2
$471K Hold
1,750
0.05% 188
2019
Q1
$454K Hold
1,750
0.05% 188
2018
Q4
$402K Hold
1,750
0.06% 189
2018
Q3
$467K Sell
1,750
-18
-1% -$4.71K 0.06% 195
2018
Q2
$441K Hold
1,768
0.06% 199
2018
Q1
$428K Hold
1,768
0.06% 200
2017
Q4
$434K Hold
1,768
0.06% 199
2017
Q3
$408K Sell
1,768
-6
-0.3% -$1.36K 0.06% 199
2017
Q2
$394K Hold
1,774
0.07% 197
2017
Q1
$384K Buy
1,774
+24
+1% +$5.12K 0.07% 197
2016
Q4
$359K Hold
1,750
0.06% 212
2016
Q3
$348K Hold
1,750
0.06% 205
2016
Q2
$336K Hold
1,750
0.06% 206
2016
Q1
$330K Sell
1,750
-5
-0.3% -$895 0.07% 200
2015
Q4
$328K Sell
1,755
-7
-0.4% -$1.32K 0.07% 196
2015
Q3
$310K Hold
1,762
0.07% 201
2015
Q2
$333K Hold
1,762
0.07% 202
2015
Q1
$333K Hold
1,762
0.07% 198
2014
Q4
$332K Hold
1,762
0.07% 204
2014
Q3
$318K Hold
1,762
0.07% 218
2014
Q2
$316K Sell
1,762
-312
-15% -$54.4K 0.07% 218
2014
Q1
$355K Buy
+2,074
New +$349K 0.08% 211

Other funds holding VOO