Financial Advocates Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Advocates Investment Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.01M	Sell	5,300 -4,359	-45%	-$2.48M	0.25%	92
2025 Q1	$4.96M	Buy	9,659 +257	+3%	+$132K	0.35%	60
2024 Q4	$5.07M	Buy	9,402 +442	+5%	+$238K	0.29%	75
2024 Q3	$4.7M	Buy	8,960 +3,469	+63%	+$1.82M	0.27%	89
2024 Q2	$2.75M	Sell	5,491 -926	-14%	-$463K	0.17%	135
2024 Q1	$2.88M	Buy	6,417 +103	+2%	+$46.2K	0.17%	135
2023 Q4	$2.57M	Buy	6,314 +1,382	+28%	+$563K	0.17%	134
2023 Q3	$1.79M	Buy	4,932 +2,462	+100%	+$896K	0.13%	178
2023 Q2	$1.01M	Sell	2,470 -2,535	-51%	-$1.03M	0.07%	265
2023 Q1	$1.88M	Sell	5,005 -7,724	-61%	-$2.9M	0.14%	169
2022 Q4	$4.47M	Sell	12,729 -10,701	-46%	-$3.76M	0.33%	73
2022 Q3	$5.14M	Buy	23,430 +9,476	+68%	+$2.08M	0.42%	52
2022 Q2	$4.84M	Sell	13,954 -5,772	-29%	-$2M	0.39%	64
2022 Q1	$8.19M	Sell	19,726 -82	-0.4%	-$34K	0.54%	35
2021 Q4	$8.65M	Sell	19,808 -636	-3%	-$278K	0.54%	27
2021 Q3	$8.06M	Sell	20,444 -315	-2%	-$124K	0.54%	29
2021 Q2	$8.17M	Buy	20,759 +558	+3%	+$220K	0.55%	29
2021 Q1	$7.36M	Sell	20,201 -1,497	-7%	-$545K	0.52%	30
2020 Q4	$7.39M	Buy	21,698 +1,217	+6%	+$415K	0.51%	40
2020 Q3	$6.3M	Sell	20,481 -276	-1%	-$84.9K	0.54%	38
2020 Q2	$5.86M	Buy	20,757 +1,257	+6%	+$355K	0.56%	31
2020 Q1	$4.62M	Sell	19,500 -6,756	-26%	-$1.6M	0.66%	31
2019 Q4	$7.77M	Sell	26,256 -645	-2%	-$191K	0.83%	20
2019 Q3	$7.33M	Sell	26,901 -3,126	-10%	-$852K	0.84%	24
2019 Q2	$8.08M	Buy	30,027 +1,207	+4%	+$325K	0.94%	19
2019 Q1	$7.48M	Buy	28,820 +462	+2%	+$120K	0.93%	19
2018 Q4	$6.52M	Sell	28,358 -4,874	-15%	-$1.12M	0.89%	18
2018 Q3	$8.88M	Sell	33,232 -805	-2%	-$215K	0.99%	19
2018 Q2	$8.5M	Buy	34,037 +2,982	+10%	+$745K	1.03%	18
2018 Q1	$7.52M	Buy	31,055 +614	+2%	+$149K	0.98%	22
2017 Q4	$7.47M	Buy	+30,441	New	+$7.47M	1.02%	22