Laurel Wealth Advisors (North Carolina)’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 | $4.07M | Buy |
2,313,917
+2,310,008
| +59,095% | +$4.07M | 0.06% | 147 |
|
|
2025
Q1 | $2.01M | Buy |
3,909
+123
| +3% | +$63.2K | 0.31% | 76 |
|
|
2024
Q4 | $2.04M | Sell |
3,786
-19
| -0.5% | -$10.2K | 0.32% | 74 |
|
|
2024
Q3 | $2.01M | Buy |
3,805
+306
| +9% | +$161K | 0.32% | 75 |
|
|
2024
Q2 | $1.75M | Hold |
3,499
| – | – | 0.3% | 74 |
|
|
2024
Q1 | $1.68M | Sell |
3,499
-60
| -2% | -$28.8K | 0.29% | 79 |
|
|
2023
Q4 | $1.55M | Buy |
3,559
+6
| +0.2% | +$2.62K | 0.29% | 79 |
|
|
2023
Q3 | $1.4M | Buy |
3,553
+3
| +0.1% | +$1.18K | 0.3% | 79 |
|
|
2023
Q2 | $1.45M | Hold |
3,550
| – | – | 0.29% | 79 |
|
|
2023
Q1 | $1.33M | Buy |
3,550
+103
| +3% | +$38.7K | 0.28% | 80 |
|
|
2022
Q4 | $1.21M | Buy |
3,447
+67
| +2% | +$23.5K | 0.27% | 82 |
|
|
2022
Q3 | $1.11M | Sell |
3,380
-11
| -0.3% | -$3.61K | 0.28% | 82 |
|
|
2022
Q2 | $1.18M | Buy |
3,391
+220
| +7% | +$76.3K | 0.28% | 78 |
|
|
2022
Q1 | $1.32M | Sell |
3,171
-1,161
| -27% | -$482K | 0.28% | 79 |
|
|
2021
Q4 | $1.89M | Buy |
4,332
+158
| +4% | +$69K | 0.39% | 67 |
|
|
2021
Q3 | $1.65M | Buy |
4,174
+1,774
| +74% | +$700K | 0.36% | 69 |
|
|
2021
Q2 | $945K | Buy |
2,400
+4
| +0.2% | +$1.58K | 0.2% | 95 |
|
|
2021
Q1 | $873K | Sell |
2,396
-190
| -7% | -$69.2K | 0.21% | 90 |
|
|
2020
Q4 | $889K | Sell |
2,586
-188
| -7% | -$64.6K | 0.23% | 83 |
|
|
2020
Q3 | $854K | Buy |
2,774
+22
| +0.8% | +$6.77K | 0.26% | 81 |
|
|
2020
Q2 | $780K | Buy |
2,752
+1,559
| +131% | +$442K | 0.26% | 83 |
|
|
2020
Q1 | $283K | Sell |
1,193
-349
| -23% | -$82.8K | 0.11% | 118 |
|
|
2019
Q4 | $456K | Sell |
1,542
-55
| -3% | -$16.3K | 0.14% | 111 |
|
|
2019
Q3 | $435K | Buy |
1,597
+706
| +79% | +$192K | 0.15% | 112 |
|
|
2019
Q2 | $240K | Buy |
891
+104
| +13% | +$28K | 0.08% | 133 |
|
|
2019
Q1 | $204K | Hold |
787
| – | – | 0.07% | 134 |
|
|
2018
Q4 | $181K | Buy |
+787
| New | +$181K | 0.07% | 133 |
|