HBK Sorce Advisory’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
Q3 | $49.6M | Sell |
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|
2025
Q2 | $49.3M | Sell |
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|
2025
Q1 | $48.4M | Buy |
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|
2024
Q4 | $50M | Sell |
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|
2024
Q3 | $50.1M | Sell |
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|
2024
Q2 | $47.6M | Sell |
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|
2024
Q1 | $45.9M | Sell |
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|
2023
Q4 | $41.7M | Buy |
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|
2023
Q3 | $18.4M | Sell |
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|
2023
Q2 | $19.2M | Sell |
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|
2023
Q1 | $17.7M | Sell |
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|
2022
Q4 | $33.6M | Buy |
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|
2022
Q3 | $15.6M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $22M | Buy |
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|
2021
Q4 | $23.1M | Buy |
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|
2021
Q3 | $20.8M | Sell |
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|
2021
Q2 | $20.8M | Sell |
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|
2021
Q1 | $19.3M | Sell |
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|
2020
Q4 | $19.3M | Sell |
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|
2020
Q3 | $17.7M | Buy |
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|
2020
Q2 | $16.2M | Sell |
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|
2020
Q1 | $14.1M | Sell |
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|
2019
Q4 | $17.8M | Buy |
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|
2019
Q3 | $16M | Sell |
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|
2019
Q2 | $15.9M | Buy |
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|
2019
Q1 | $14.7M | Buy |
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|
2018
Q4 | $12.8M | Buy |
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|
2018
Q3 | $14.3M | Buy |
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|
2018
Q2 | $13.3M | Buy |
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|
2018
Q1 | $12.3M | Buy |
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|
2017
Q4 | $11.5M | Buy |
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|
2017
Q3 | $10.6M | Buy |
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|
2017
Q2 | $10.2M | Buy |
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|
2017
Q1 | $9.45M | Buy |
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|
2016
Q4 | $7.48M | Buy |
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|
2016
Q3 | $6.1M | Buy |
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|
2016
Q2 | $5.75M | Buy |
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|
2016
Q1 | $5.32M | Buy |
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|
2015
Q4 | $5.24M | Buy |
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|
2015
Q3 | $3.88M | Buy |
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|
2015
Q2 | $3M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.16M | Buy |
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|
2014
Q3 | $398K | Buy |
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|
2014
Q2 | $390K | Buy |
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