Exencial Wealth 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 | $23.5M | Buy |
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|
2025
Q1 | $20.6M | Sell |
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|
2024
Q4 | $21.9M | Buy |
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|
2024
Q3 | $21M | Buy |
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|
2024
Q2 | $19.4M | Sell |
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|
2024
Q1 | $21.4M | Buy |
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|
2023
Q4 | $18.2M | Buy |
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|
2023
Q3 | $15.7M | Buy |
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|
2023
Q2 | $15.9M | Buy |
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|
2023
Q1 | $14.3M | Buy |
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|
2022
Q4 | $13.2M | Buy |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $11.9M | Buy |
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|
2021
Q4 | $11.5M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $11.5M | Buy |
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|
2021
Q1 | $10.3M | Buy |
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|
2020
Q4 | $7.65M | Sell |
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|
2020
Q3 | $7.25M | Buy |
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|
2020
Q2 | $6.5M | Buy |
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|
2020
Q1 | $4.89M | Buy |
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|
2019
Q4 | $3.81M | Buy |
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|
2019
Q3 | $1.78M | Buy |
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|
2019
Q2 | $315K | Sell |
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|
2019
Q1 | $313K | Sell |
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|
2018
Q4 | $394K | Buy |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $337K | Buy |
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|
2018
Q1 | $283K | Sell |
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|
2017
Q4 | $418K | Buy |
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|
2017
Q3 | $389K | Sell |
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|
2017
Q2 | $838K | Sell |
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|
2017
Q1 | $813K | Sell |
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|
2016
Q4 | $948K | Sell |
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|
2016
Q3 | $907K | Sell |
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|
2016
Q2 | $1.62M | Buy |
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