Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669M | Buy |
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|
2025
Q1 | $600M | Sell |
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|
2024
Q4 | $632M | Buy |
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|
2024
Q3 | $604M | Buy |
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|
2024
Q2 | $566M | Buy |
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|
2024
Q1 | $209M | Buy |
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|
2023
Q4 | $189M | Sell |
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|
2023
Q3 | $328M | Buy |
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|
2023
Q2 | $172M | Sell |
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|
2023
Q1 | $159M | Buy |
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|
2022
Q4 | $148M | Buy |
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|
2022
Q3 | $138M | Sell |
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|
2022
Q2 | $147M | Buy |
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|
2022
Q1 | $172M | Buy |
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|
2021
Q4 | $166M | Sell |
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|
2021
Q3 | $151M | Buy |
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|
2021
Q2 | $150M | Buy |
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|
2021
Q1 | $138M | Buy |
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|
2020
Q4 | $123M | Buy |
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|
2020
Q3 | $106M | Sell |
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|
2020
Q2 | $100M | Sell |
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|
2020
Q1 | $84.5M | Buy |
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|
2019
Q4 | $96.4M | Sell |
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|
2019
Q3 | $89.4M | Sell |
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|
2019
Q2 | $91.2M | Sell |
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|
2019
Q1 | $91.7M | Sell |
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|
2018
Q4 | $81.3M | Buy |
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|
2018
Q3 | $91.3M | Buy |
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|
2018
Q2 | $84.4M | Sell |
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|
2018
Q1 | $82M | Sell |
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|
2017
Q4 | $84.1M | Sell |
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|
2017
Q3 | $84.3M | Buy |
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|
2017
Q2 | $75.9M | Sell |
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|
2017
Q1 | $75M | Buy |
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|
2016
Q4 | $70.5M | Buy |
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