LIA
LBMC 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 | $14.7M | Sell |
25,810
-88
| -0.3% | -$50K | 1.05% | 16 |
|
|
2025
Q1 | $13.3M | Sell |
25,898
-523
| -2% | -$269K | 1.04% | 17 |
|
|
2024
Q4 | $14.2M | Sell |
26,421
-521
| -2% | -$281K | 1.12% | 14 |
|
|
2024
Q3 | $14.2M | Sell |
26,942
-245
| -0.9% | -$129K | 1.12% | 14 |
|
|
2024
Q2 | $13.6M | Sell |
27,187
-837
| -3% | -$419K | 1.18% | 13 |
|
|
2024
Q1 | $13.5M | Sell |
28,024
-873
| -3% | -$420K | 1.17% | 13 |
|
|
2023
Q4 | $12.6M | Sell |
28,897
-337
| -1% | -$147K | 1.2% | 12 |
|
|
2023
Q3 | $11.3M | Buy |
29,234
+432
| +1% | +$167K | 1.2% | 13 |
|
|
2023
Q2 | $11.7M | Sell |
28,802
-397
| -1% | -$162K | 1.15% | 12 |
|
|
2023
Q1 | $11M | Sell |
29,199
-7
| -0% | -$2.63K | 1.11% | 12 |
|
|
2022
Q4 | $10.3M | Sell |
29,206
-1,276
| -4% | -$448K | 1.08% | 15 |
|
|
2022
Q3 | $10M | Buy |
30,482
+1,996
| +7% | +$655K | 1.15% | 12 |
|
|
2022
Q2 | $9.88M | Buy |
28,486
+225
| +0.8% | +$78K | 1.07% | 15 |
|
|
2022
Q1 | $11.7M | Buy |
28,261
+2,148
| +8% | +$892K | 1.04% | 15 |
|
|
2021
Q4 | $11.4M | Sell |
26,113
-84,185
| -76% | -$36.8M | 0.99% | 15 |
|
|
2021
Q3 | $10.4K | Buy |
110,298
+83,670
| +314% | +$7.87K | 0.97% | 15 |
|
|
2021
Q2 | $10.5M | Buy |
26,628
+353
| +1% | +$139K | 1% | 14 |
|
|
2021
Q1 | $9.57M | Sell |
26,275
-28
| -0.1% | -$10.2K | 1.01% | 16 |
|
|
2020
Q4 | $9.04M | Buy |
26,303
+842
| +3% | +$289K | 1.07% | 14 |
|
|
2020
Q3 | $7.83M | Hold |
25,461
| – | – | 1.09% | 15 |
|
|
2020
Q2 | $7.22M | Buy |
25,461
+23,452
| +1,167% | +$6.65M | 1.14% | 13 |
|
|
2020
Q1 | $476K | Sell |
2,009
-162
| -7% | -$38.4K | 0.09% | 52 |
|
|
2019
Q4 | $642K | Hold |
2,171
| – | – | 0.09% | 48 |
|
|
2019
Q3 | $592K | Sell |
2,171
-230
| -10% | -$62.7K | 0.09% | 50 |
|
|
2019
Q2 | $646K | Hold |
2,401
| – | – | 0.1% | 49 |
|
|
2019
Q1 | $623K | Sell |
2,401
-328
| -12% | -$85.1K | 0.1% | 50 |
|
|
2018
Q4 | $627K | Sell |
2,729
-1
| -0% | -$230 | 0.12% | 47 |
|
|
2018
Q3 | $729K | Sell |
2,730
-175
| -6% | -$46.7K | 0.12% | 44 |
|
|
2018
Q2 | $725K | Buy |
2,905
+12
| +0.4% | +$3K | 0.12% | 45 |
|
|
2018
Q1 | $700K | Buy |
2,893
+180
| +7% | +$43.6K | 0.12% | 39 |
|
|
2017
Q4 | $665K | Sell |
2,713
-20
| -0.7% | -$4.9K | 0.11% | 43 |
|
|
2017
Q3 | $631K | Buy |
2,733
+14
| +0.5% | +$3.23K | 0.11% | 41 |
|
|
2017
Q2 | $604K | Buy |
2,719
+12
| +0.4% | +$2.67K | 0.11% | 42 |
|
|
2017
Q1 | $586K | Buy |
2,707
+33
| +1% | +$7.14K | 0.1% | 44 |
|
|
2016
Q4 | $549K | Buy |
2,674
+16
| +0.6% | +$3.29K | 0.1% | 45 |
|
|
2016
Q3 | $528K | Buy |
2,658
+12
| +0.5% | +$2.38K | 0.1% | 48 |
|
|
2016
Q2 | $508K | Buy |
2,646
+14
| +0.5% | +$2.69K | 0.1% | 42 |
|
|
2016
Q1 | $496K | Buy |
2,632
+14
| +0.5% | +$2.64K | 0.1% | 43 |
|
|
2015
Q4 | $489K | Sell |
2,618
-255
| -9% | -$47.6K | 0.11% | 41 |
|
|
2015
Q3 | $505K | Buy |
2,873
+16
| +0.6% | +$2.81K | 0.11% | 39 |
|
|
2015
Q2 | $540K | Buy |
2,857
+13
| +0.5% | +$2.46K | 0.11% | 36 |
|
|
2015
Q1 | $538K | Sell |
2,844
-163
| -5% | -$30.8K | 0.12% | 35 |
|
|
2014
Q4 | $567K | Hold |
3,007
| – | – | 0.13% | 33 |
|
|
2014
Q3 | $543K | Sell |
3,007
-8,522
| -74% | -$1.54M | 0.13% | 30 |
|
|
2014
Q2 | $2.07M | Sell |
11,529
-99
| -0.9% | -$17.8K | 0.56% | 18 |
|
|
2014
Q1 | $1.99M | Buy |
11,628
+99
| +0.9% | +$17K | 0.5% | 20 |
|
|
2013
Q4 | $1.95M | Sell |
11,529
-5,296
| -31% | -$896K | 0.51% | 20 |
|
|
2013
Q3 | $1.3M | Hold |
16,825
| – | – | 0.38% | 23 |
|
|
2013
Q2 | $1.23M | Buy |
+16,825
| New | +$1.23M | 0.43% | 21 |
|