Kingsview Wealth Management’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 | $60.2M | Buy |
106,019
+9,260
| +10% | +$5.26M | 1.02% | 15 |
|
|
2025
Q1 | $49.7M | Buy |
96,759
+5,663
| +6% | +$2.91M | 0.94% | 21 |
|
|
2024
Q4 | $49.1M | Buy |
91,096
+2,472
| +3% | +$1.33M | 0.96% | 22 |
|
|
2024
Q3 | $46.8M | Buy |
88,624
+22,673
| +34% | +$12M | 0.98% | 19 |
|
|
2024
Q2 | $33M | Buy |
65,951
+11,908
| +22% | +$5.96M | 0.78% | 23 |
|
|
2024
Q1 | $26M | Buy |
54,043
+7,242
| +15% | +$3.48M | 0.65% | 32 |
|
|
2023
Q4 | $20.4M | Buy |
46,801
+7,998
| +21% | +$3.49M | 0.61% | 35 |
|
|
2023
Q3 | $15.2M | Buy |
38,803
+5,186
| +15% | +$2.04M | 0.55% | 35 |
|
|
2023
Q2 | $13.7M | Buy |
33,617
+3,618
| +12% | +$1.47M | 0.54% | 34 |
|
|
2023
Q1 | $11.3M | Buy |
29,999
+1,290
| +4% | +$485K | 0.47% | 47 |
|
|
2022
Q4 | $10.1M | Sell |
28,709
-364
| -1% | -$128K | 0.44% | 51 |
|
|
2022
Q3 | $9.55M | Buy |
29,073
+806
| +3% | +$265K | 0.45% | 49 |
|
|
2022
Q2 | $9.81M | Buy |
28,267
+2,047
| +8% | +$710K | 0.47% | 44 |
|
|
2022
Q1 | $10.9M | Buy |
26,220
+1,767
| +7% | +$734K | 0.48% | 43 |
|
|
2021
Q4 | $10.7M | Buy |
24,453
+829
| +4% | +$362K | 0.44% | 43 |
|
|
2021
Q3 | $9.32M | Buy |
23,624
+1,611
| +7% | +$635K | 0.44% | 42 |
|
|
2021
Q2 | $8.71M | Buy |
22,013
+2,324
| +12% | +$920K | 0.43% | 42 |
|
|
2021
Q1 | $7.25M | Buy |
19,689
+6,813
| +53% | +$2.51M | 0.41% | 50 |
|
|
2020
Q4 | $4.43M | Buy |
12,876
+4,718
| +58% | +$1.62M | 0.32% | 72 |
|
|
2020
Q3 | $2.51M | Sell |
8,158
-1,717
| -17% | -$528K | 0.22% | 111 |
|
|
2020
Q2 | $2.8M | Buy |
9,875
+6,136
| +164% | +$1.74M | 0.28% | 90 |
|
|
2020
Q1 | $885K | Sell |
3,739
-864
| -19% | -$205K | 0.12% | 194 |
|
|
2019
Q4 | $1.36M | Buy |
4,603
+146
| +3% | +$43.2K | 0.17% | 155 |
|
|
2019
Q3 | $1.22M | Sell |
4,457
-561
| -11% | -$153K | 0.19% | 146 |
|
|
2019
Q2 | $1.35M | Sell |
5,018
-5,140
| -51% | -$1.38M | 0.23% | 121 |
|
|
2019
Q1 | $2.64M | Sell |
10,158
-1,379
| -12% | -$358K | 0.4% | 65 |
|
|
2018
Q4 | $2.65M | Sell |
11,537
-194
| -2% | -$44.6K | 0.58% | 50 |
|
|
2018
Q3 | $3.13M | Buy |
11,731
+822
| +8% | +$220K | 0.64% | 41 |
|
|
2018
Q2 | $2.72M | Sell |
10,909
-1,141
| -9% | -$285K | 0.65% | 45 |
|
|
2018
Q1 | $2.92M | Buy |
12,050
+2,553
| +27% | +$618K | 0.73% | 37 |
|
|
2017
Q4 | $2.33M | Buy |
9,497
+1,346
| +17% | +$330K | 0.83% | 27 |
|
|
2017
Q3 | $1.88M | Sell |
8,151
-111
| -1% | -$25.6K | 0.83% | 27 |
|
|
2017
Q2 | $1.84M | Buy |
8,262
+3,183
| +63% | +$707K | 0.94% | 25 |
|
|
2017
Q1 | $1.1M | Buy |
+5,079
| New | +$1.1M | 0.65% | 45 |
|