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Fiducient 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 | $26.7M | Sell |
46,845
-55,535
| -54% | -$31.6M | 3.27% | 8 |
|
|
2025
Q1 | $52.6M | Sell |
102,380
-16,257
| -14% | -$8.35M | 6.57% | 3 |
|
|
2024
Q4 | $63.9M | Sell |
118,637
-19,556
| -14% | -$10.5M | 7.89% | 3 |
|
|
2024
Q3 | $73.1M | Buy |
138,193
+22,136
| +19% | +$11.7M | 8.44% | 3 |
|
|
2024
Q2 | $58.3M | Buy |
116,057
+2,087
| +2% | +$1.05M | 8.04% | 3 |
|
|
2024
Q1 | $54.8M | Sell |
113,970
-6,881
| -6% | -$3.31M | 10.84% | 1 |
|
|
2023
Q4 | $52.8M | Sell |
120,851
-2,039,510
| -94% | -$891M | 9.89% | 2 |
|
|
2023
Q3 | $848M | Buy |
2,160,361
+2,040,784
| +1,707% | +$801M | 47.87% | 1 |
|
|
2023
Q2 | $48.9M | Buy |
119,577
+3,726
| +3% | +$1.52M | 14.96% | 1 |
|
|
2023
Q1 | $43.6M | Buy |
115,851
+78,138
| +207% | +$29.4M | 14.12% | 1 |
|
|
2022
Q4 | $13.3M | Buy |
37,713
+5,749
| +18% | +$2.02M | 3.9% | 7 |
|
|
2022
Q3 | $10.5M | Sell |
31,964
-2,907
| -8% | -$959K | 5% | 6 |
|
|
2022
Q2 | $12.2M | Buy |
34,871
+2,239
| +7% | +$780K | 4.56% | 7 |
|
|
2022
Q1 | $13.5M | Sell |
32,632
-2,283
| -7% | -$948K | 5.11% | 6 |
|
|
2021
Q4 | $15.2M | Sell |
34,915
-537
| -2% | -$234K | 4.62% | 7 |
|
|
2021
Q3 | $14M | Buy |
35,452
+4,572
| +15% | +$1.8M | 4.23% | 7 |
|
|
2021
Q2 | $12.2M | Sell |
30,880
-405
| -1% | -$159K | 3.77% | 8 |
|
|
2021
Q1 | $11.4M | Sell |
31,285
-8,157
| -21% | -$2.97M | 3.69% | 8 |
|
|
2020
Q4 | $13.6M | Buy |
39,442
+382
| +1% | +$131K | 5.04% | 6 |
|
|
2020
Q3 | $12M | Buy |
39,060
+3,325
| +9% | +$1.02M | 6.76% | 6 |
|
|
2020
Q2 | $10.1M | Sell |
35,735
-2,407
| -6% | -$682K | 6.13% | 7 |
|
|
2020
Q1 | $9.03M | Sell |
38,142
-89,843
| -70% | -$21.3M | 5.33% | 8 |
|
|
2019
Q4 | $37.9M | Sell |
127,985
-9,155
| -7% | -$2.71M | 20.66% | 1 |
|
|
2019
Q3 | $37.4M | Buy |
137,140
+5,679
| +4% | +$1.55M | 21.29% | 1 |
|
|
2019
Q2 | $35.4M | Sell |
131,461
-2,118
| -2% | -$570K | 21.19% | 1 |
|
|
2019
Q1 | $34.7M | Buy |
133,579
+6,563
| +5% | +$1.7M | 17.11% | 1 |
|
|
2018
Q4 | $29.2M | Sell |
127,016
-2,384
| -2% | -$548K | 16.75% | 3 |
|
|
2018
Q3 | $34.6M | Sell |
129,400
-654
| -0.5% | -$175K | 17.23% | 2 |
|
|
2018
Q2 | $32.5M | Sell |
130,054
-3,399
| -3% | -$848K | 16.45% | 2 |
|
|
2018
Q1 | $32.3M | Buy |
133,453
+27,607
| +26% | +$6.68M | 16.54% | 3 |
|
|
2017
Q4 | $26M | Buy |
+105,846
| New | +$26M | 16.52% | 3 |
|