KA
Kovack Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
36,135
+2,195
| +6% | +$1.25M | 2.01% | 7 |
|
|
2025
Q1 | $17.4M | Buy |
33,940
+6,952
| +26% | +$3.57M | 1.85% | 8 |
|
|
2024
Q4 | $14.5M | Sell |
26,988
-2,233
| -8% | -$1.2M | 1.43% | 9 |
|
|
2024
Q3 | $15.4M | Buy |
29,221
+1,557
| +6% | +$822K | 1.63% | 8 |
|
|
2024
Q2 | $13.8M | Buy |
27,664
+7,042
| +34% | +$3.52M | 1.52% | 9 |
|
|
2024
Q1 | $9.91M | Buy |
20,622
+1,567
| +8% | +$753K | 1.2% | 12 |
|
|
2023
Q4 | $8.32M | Buy |
19,055
+2,081
| +12% | +$909K | 0.99% | 12 |
|
|
2023
Q3 | $6.67M | Sell |
16,974
-1,817
| -10% | -$714K | 0.93% | 13 |
|
|
2023
Q2 | $7.65M | Buy |
18,791
+1,189
| +7% | +$484K | 0.98% | 13 |
|
|
2023
Q1 | $6.62M | Buy |
17,602
+1,404
| +9% | +$528K | 0.9% | 11 |
|
|
2022
Q4 | $5.69M | Buy |
16,198
+200
| +1% | +$70.3K | 0.83% | 15 |
|
|
2022
Q3 | $5.25M | Sell |
15,998
-1,331
| -8% | -$437K | 0.77% | 16 |
|
|
2022
Q2 | $6.01M | Sell |
17,329
-417
| -2% | -$145K | 0.79% | 12 |
|
|
2022
Q1 | $7.37M | Buy |
17,746
+747
| +4% | +$310K | 0.76% | 14 |
|
|
2021
Q4 | $7.42M | Buy |
16,999
+1,088
| +7% | +$475K | 0.72% | 15 |
|
|
2021
Q3 | $6.28M | Buy |
15,911
+204
| +1% | +$80.5K | 0.68% | 17 |
|
|
2021
Q2 | $6.18M | Buy |
15,707
+1,172
| +8% | +$461K | 0.7% | 15 |
|
|
2021
Q1 | $5.3M | Sell |
14,535
-5,397
| -27% | -$1.97M | 0.69% | 17 |
|
|
2020
Q4 | $6.85M | Sell |
19,932
-487
| -2% | -$167K | 0.99% | 10 |
|
|
2020
Q3 | $6.28M | Buy |
20,419
+1,280
| +7% | +$394K | 1.12% | 10 |
|
|
2020
Q2 | $5.42M | Buy |
19,139
+454
| +2% | +$129K | 1.06% | 13 |
|
|
2020
Q1 | $4.43M | Buy |
18,685
+11,953
| +178% | +$2.83M | 1.02% | 10 |
|
|
2019
Q4 | $1.99M | Sell |
6,732
-1,475
| -18% | -$436K | 0.36% | 69 |
|
|
2019
Q3 | $2.24M | Buy |
8,207
+207
| +3% | +$56.4K | 0.46% | 49 |
|
|
2019
Q2 | $2.15M | Buy |
8,000
+317
| +4% | +$85.3K | 0.49% | 47 |
|
|
2019
Q1 | $1.99M | Buy |
7,683
+840
| +12% | +$218K | 0.5% | 44 |
|
|
2018
Q4 | $1.57M | Buy |
6,843
+433
| +7% | +$99.5K | 0.46% | 49 |
|
|
2018
Q3 | $1.71M | Buy |
6,410
+2,026
| +46% | +$541K | 0.44% | 51 |
|
|
2018
Q2 | $1.09M | Buy |
4,384
+494
| +13% | +$123K | 0.31% | 79 |
|
|
2018
Q1 | $942K | Buy |
3,890
+1,323
| +52% | +$320K | 0.24% | 101 |
|
|
2017
Q4 | $630K | Buy |
2,567
+235
| +10% | +$57.7K | 0.16% | 161 |
|
|
2017
Q3 | $538K | Buy |
2,332
+803
| +53% | +$185K | 0.18% | 138 |
|
|
2017
Q2 | $340K | Buy |
+1,529
| New | +$340K | 0.11% | 218 |
|