Forvis Mazars 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 | $142M | Buy |
|
|||||
|
2025
Q1 | $124M | Sell |
|
|||||
|
2024
Q4 | $140M | Sell |
|
|||||
|
2024
Q3 | $138M | Buy |
|
|||||
|
2024
Q2 | $123M | Buy |
|
|||||
|
2024
Q1 | $96.4M | Buy |
|
|||||
|
2023
Q4 | $83.5M | Sell |
|
|||||
|
2023
Q3 | $75.2M | Buy |
|
|||||
|
2023
Q2 | $74.7M | Buy |
|
|||||
|
2023
Q1 | $67.3M | Buy |
|
|||||
|
2022
Q4 | $57.8M | Buy |
|
|||||
|
2022
Q3 | $43.3M | Buy |
|
|||||
|
2022
Q2 | $40.5M | Buy |
|
|||||
|
2022
Q1 | $28M | Sell |
|
|||||
|
2021
Q4 | $29.9M | Sell |
|
|||||
|
2021
Q3 | $27.8M | Sell |
|
|||||
|
2021
Q2 | $28.2M | Sell |
|
|||||
|
2021
Q1 | $27.6M | Buy |
|
|||||
|
2020
Q4 | $25.7M | Sell |
|
|||||
|
2020
Q3 | $24.6M | Sell |
|
|||||
|
2020
Q2 | $24.2M | Buy |
|
|||||
|
2020
Q1 | $13M | Buy |
|
|||||
|
2019
Q4 | $1.76M | Buy |
|
|||||
|
2019
Q3 | $1.61M | Buy |
|
|||||
|
2019
Q2 | $792K | Buy |
|
|||||
|
2019
Q1 | $717K | Sell |
|
|||||
|
2018
Q4 | $933K | Buy |
|
|||||
|
2018
Q3 | $532K | Hold |
|
|||||
|
2018
Q2 | $497K | Buy |
|
|||||
|
2018
Q1 | $447K | Buy |
|
|||||
|
2017
Q4 | $292K | Hold |
|
|||||
|
2017
Q3 | $275K | Hold |
|
|||||
|
2017
Q2 | $265K | Sell |
|
|||||
|
2017
Q1 | $271K | Buy |
|
|||||
|
2016
Q4 | $245K | Buy |
|