Geneos Wealth Management’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 | $45.8M | Sell |
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|
2025
Q1 | $71.9M | Buy |
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|
2024
Q4 | $31.8M | Sell |
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|
2024
Q3 | $31.9M | Sell |
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|
2024
Q2 | $35.9M | Buy |
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|
2024
Q1 | $30.9M | Sell |
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|
2023
Q4 | $30.2M | Buy |
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|
2023
Q3 | $19.1M | Buy |
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|
2023
Q2 | $14.9M | Buy |
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|
2023
Q1 | $10M | Buy |
|
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $833K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $2.2M | Buy |
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|
2020
Q4 | $906K | Buy |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $385K | Buy |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $365K | Sell |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $288K | Sell |
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|
2019
Q1 | $287K | Buy |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $581K | Buy |
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|
2018
Q2 | $391K | Buy |
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|
2018
Q1 | $340K | Sell |
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|
2017
Q4 | $372K | Sell |
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|
2017
Q3 | $573K | Sell |
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|
2017
Q2 | $564K | Sell |
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|
2017
Q1 | $578K | Buy |
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|
2016
Q4 | $449K | Sell |
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|
2016
Q3 | $439K | Buy |
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|
2016
Q2 | $416K | Sell |
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|
2016
Q1 | $590K | Buy |
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