Financial Engines Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
19,805
-7,590
| -28% | -$4.31M | 0.02% | 98 |
|
|
2025
Q1 | $14.1M | Sell |
27,395
-3,349
| -11% | -$1.72M | 0.03% | 81 |
|
|
2024
Q4 | $16.6M | Buy |
30,744
+13,398
| +77% | +$7.22M | 0.03% | 79 |
|
|
2024
Q3 | $9.16M | Sell |
17,346
-647
| -4% | -$342K | 0.02% | 87 |
|
|
2024
Q2 | $9.01M | Buy |
17,993
+12,499
| +228% | +$6.26M | 0.02% | 87 |
|
|
2024
Q1 | $2.64M | Buy |
5,494
+1,216
| +28% | +$585K | 0.01% | 150 |
|
|
2023
Q4 | $1.87M | Buy |
4,278
+2,260
| +112% | +$987K | ﹤0.01% | 148 |
|
|
2023
Q3 | $795K | Buy |
2,018
+436
| +28% | +$172K | ﹤0.01% | 179 |
|
|
2023
Q2 | $647K | Sell |
1,582
-444
| -22% | -$182K | ﹤0.01% | 192 |
|
|
2023
Q1 | $762K | Sell |
2,026
-304
| -13% | -$114K | ﹤0.01% | 192 |
|
|
2022
Q4 | $819K | Buy |
2,330
+12
| +0.5% | +$4.22K | ﹤0.01% | 186 |
|
|
2022
Q3 | $764K | Sell |
2,318
-209
| -8% | -$68.9K | ﹤0.01% | 176 |
|
|
2022
Q2 | $879K | Buy |
2,527
+37
| +1% | +$12.9K | ﹤0.01% | 166 |
|
|
2022
Q1 | $1.03M | Buy |
2,490
+434
| +21% | +$180K | ﹤0.01% | 162 |
|
|
2021
Q4 | $898K | Buy |
2,056
+552
| +37% | +$241K | ﹤0.01% | 126 |
|
|
2021
Q3 | $595K | Sell |
1,504
-1,216
| -45% | -$481K | ﹤0.01% | 158 |
|
|
2021
Q2 | $1.07M | Buy |
2,720
+514
| +23% | +$203K | ﹤0.01% | 97 |
|
|
2021
Q1 | $804K | Buy |
2,206
+266
| +14% | +$96.9K | ﹤0.01% | 133 |
|
|
2020
Q4 | $667K | Sell |
1,940
-55
| -3% | -$18.9K | ﹤0.01% | 144 |
|
|
2020
Q3 | $616K | Buy |
1,995
+8
| +0.4% | +$2.47K | ﹤0.01% | 147 |
|
|
2020
Q2 | $566K | Buy |
+1,987
| New | +$566K | ﹤0.01% | 130 |
|