EA
Efficient Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Buy |
181,106
+7,477
| +4% | +$4.25M | 6.13% | 4 |
|
|
2025
Q1 | $89.2M | Sell |
173,629
-2,247
| -1% | -$1.15M | 5.81% | 6 |
|
|
2024
Q4 | $94.8M | Sell |
175,876
-5,479
| -3% | -$2.95M | 6.1% | 5 |
|
|
2024
Q3 | $95.7M | Sell |
181,355
-5,856
| -3% | -$3.09M | 6% | 6 |
|
|
2024
Q2 | $93.6M | Sell |
187,211
-305
| -0.2% | -$153K | 6.07% | 5 |
|
|
2024
Q1 | $90.1M | Sell |
187,516
-1,491
| -0.8% | -$717K | 5.78% | 6 |
|
|
2023
Q4 | $82.6M | Sell |
189,007
-22,247
| -11% | -$9.72M | 5.57% | 7 |
|
|
2023
Q3 | $83M | Sell |
211,254
-3,843
| -2% | -$1.51M | 5.61% | 7 |
|
|
2023
Q2 | $87.6M | Buy |
215,097
+495
| +0.2% | +$202K | 5.72% | 7 |
|
|
2023
Q1 | $80.7M | Buy |
214,602
+10,403
| +5% | +$3.91M | 5.62% | 6 |
|
|
2022
Q4 | $71.7M | Buy |
204,199
+12,251
| +6% | +$4.3M | 7.29% | 5 |
|
|
2022
Q3 | $63M | Buy |
191,948
+194
| +0.1% | +$63.7K | 5.49% | 9 |
|
|
2022
Q2 | $66.5M | Buy |
191,754
+14,622
| +8% | +$5.07M | 5.55% | 9 |
|
|
2022
Q1 | $73.5M | Sell |
177,132
-226
| -0.1% | -$93.8K | 5.61% | 8 |
|
|
2021
Q4 | $77.4M | Buy |
177,358
+63,720
| +56% | +$27.8M | 5.49% | 9 |
|
|
2021
Q3 | $44.8M | Buy |
113,638
+54,436
| +92% | +$21.5M | 4.28% | 9 |
|
|
2021
Q2 | $23.3M | Buy |
59,202
+10,483
| +22% | +$4.13M | 2.89% | 13 |
|
|
2021
Q1 | $17.7M | Buy |
48,719
+23,940
| +97% | +$8.72M | 2.43% | 15 |
|
|
2020
Q4 | $8.52M | Buy |
+24,779
| New | +$8.52M | 1.3% | 20 |
|