LSIA
LaSalle St. Investment 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 | $7.12M | Sell |
12,530
-1,986
| -14% | -$1.13M | 1.95% | 8 |
|
|
2025
Q1 | $7.46M | Buy |
14,516
+952
| +7% | +$489K | 1.76% | 12 |
|
|
2024
Q4 | $7.31M | Buy |
13,564
+102
| +0.8% | +$55K | 2.27% | 8 |
|
|
2024
Q3 | $7.1M | Buy |
13,462
+856
| +7% | +$452K | 2.79% | 7 |
|
|
2024
Q2 | $6.31M | Sell |
12,606
-1,814
| -13% | -$907K | 3.15% | 7 |
|
|
2024
Q1 | $6.75M | Buy |
14,420
+1,798
| +14% | +$841K | 3.79% | 6 |
|
|
2023
Q4 | $55.1M | Sell |
12,622
-1,613
| -11% | -$7.05M | 3.7% | 5 |
|
|
2023
Q3 | $5.59M | Buy |
14,235
+4,397
| +45% | +$1.73M | 2.73% | 5 |
|
|
2023
Q2 | $4.01M | Sell |
9,838
-4,412
| -31% | -$1.8M | 1.78% | 10 |
|
|
2023
Q1 | $5.36M | Buy |
14,250
+103
| +0.7% | +$38.7K | 2.37% | 6 |
|
|
2022
Q4 | $4.97M | Buy |
+14,147
| New | +$4.97M | 2.35% | 3 |
|