LBMC Investment Advisors’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 | $15.8M | Sell |
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|
2025
Q2 | $14.7M | Sell |
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|
2025
Q1 | $13.3M | Sell |
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|
2024
Q4 | $14.2M | Sell |
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|
2024
Q3 | $14.2M | Sell |
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|
2024
Q2 | $13.6M | Sell |
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|
2024
Q1 | $13.5M | Sell |
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|
2023
Q4 | $12.6M | Sell |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $11.7M | Sell |
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|
2023
Q1 | $11M | Sell |
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|
2022
Q4 | $10.3M | Sell |
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|
2022
Q3 | $10M | Buy |
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|
2022
Q2 | $9.88M | Buy |
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|
2022
Q1 | $11.7M | Buy |
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|
2021
Q4 | $11.4M | Sell |
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|
2021
Q3 | $10.4K | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $9.57M | Sell |
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|
2020
Q4 | $9.04M | Buy |
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|
2020
Q3 | $7.83M | Hold |
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|
2020
Q2 | $7.22M | Buy |
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|
2020
Q1 | $476K | Sell |
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|
2019
Q4 | $642K | Hold |
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|
2019
Q3 | $592K | Sell |
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|
2019
Q2 | $646K | Hold |
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|
2019
Q1 | $623K | Sell |
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|
2018
Q4 | $627K | Sell |
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|
2018
Q3 | $729K | Sell |
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|
2018
Q2 | $725K | Buy |
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|
2018
Q1 | $700K | Buy |
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|
2017
Q4 | $665K | Sell |
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|
2017
Q3 | $631K | Buy |
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|
2017
Q2 | $604K | Buy |
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|
2017
Q1 | $586K | Buy |
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|
2016
Q4 | $549K | Buy |
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|
2016
Q3 | $528K | Buy |
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|
2016
Q2 | $508K | Buy |
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|
2016
Q1 | $496K | Buy |
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|
2015
Q4 | $489K | Sell |
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|
2015
Q3 | $505K | Buy |
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|
2015
Q2 | $540K | Buy |
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|
2015
Q1 | $538K | Sell |
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|
2014
Q4 | $567K | Hold |
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|
2014
Q3 | $543K | Sell |
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|
2014
Q2 | $2.07M | Sell |
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|
2014
Q1 | $1.99M | Buy |
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|
2013
Q4 | $1.95M | Buy |
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|
2013
Q3 | $1.3M | Hold |
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|
2013
Q2 | $1.23M | Buy |
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