LA
Legacy 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 | $22.6K | Sell |
12,896
-10,868
| -46% | -$19.1K | 0.36% | 18 |
|
|
2025
Q1 | $12.2M | Buy |
23,764
+2,083
| +10% | +$1.07M | 1.26% | 16 |
|
|
2024
Q4 | $11.7M | Buy |
21,681
+1,470
| +7% | +$792K | 1.13% | 17 |
|
|
2024
Q3 | $10.7M | Sell |
20,211
-390
| -2% | -$206K | 1.16% | 16 |
|
|
2024
Q2 | $10.3M | Buy |
20,601
+208
| +1% | +$104K | 1.26% | 15 |
|
|
2024
Q1 | $9.8M | Buy |
20,393
+675
| +3% | +$324K | 1.24% | 16 |
|
|
2023
Q4 | $8.61M | Buy |
19,718
+1,802
| +10% | +$787K | 1.11% | 17 |
|
|
2023
Q3 | $7.06M | Buy |
17,916
+208
| +1% | +$82K | 1.14% | 17 |
|
|
2023
Q2 | $7.21M | Sell |
17,708
-1,628
| -8% | -$663K | 1.07% | 14 |
|
|
2023
Q1 | $7.27M | Buy |
19,336
+1,828
| +10% | +$687K | 1.34% | 12 |
|
|
2022
Q4 | $6.15M | Sell |
17,508
-991
| -5% | -$348K | 1.13% | 12 |
|
|
2022
Q3 | $6.1M | Sell |
18,499
-2,716
| -13% | -$896K | 1.35% | 9 |
|
|
2022
Q2 | $7.39M | Hold |
21,215
| – | – | 1.55% | 7 |
|
|
2022
Q1 | $8.81M | Sell |
21,215
-1,694
| -7% | -$703K | 1.71% | 7 |
|
|
2021
Q4 | $10M | Sell |
22,909
-1,535
| -6% | -$670K | 3.67% | 6 |
|
|
2021
Q3 | $9.67M | Sell |
24,444
-1,427
| -6% | -$565K | 3.87% | 6 |
|
|
2021
Q2 | $10.2M | Buy |
25,871
+6,703
| +35% | +$2.64M | 4.13% | 5 |
|
|
2021
Q1 | $6.98M | Buy |
19,168
+7,186
| +60% | +$2.62M | 3.08% | 7 |
|
|
2020
Q4 | $4.12M | Sell |
11,982
-183
| -2% | -$62.9K | 2.34% | 8 |
|
|
2020
Q3 | $3.74M | Buy |
12,165
+378
| +3% | +$116K | 2.47% | 8 |
|
|
2020
Q2 | $3.36M | Hold |
11,787
| – | – | 2.67% | 8 |
|
|
2020
Q1 | $2.79M | Sell |
11,787
-1,609
| -12% | -$381K | 2.79% | 9 |
|
|
2019
Q4 | $3.96M | Hold |
13,396
| – | – | 2.51% | 9 |
|
|
2019
Q3 | $3.67M | Sell |
13,396
-4,256
| -24% | -$1.17M | 2.74% | 8 |
|
|
2019
Q2 | $4.78M | Sell |
17,652
-17,652
| -50% | -$4.78M | 3.23% | 5 |
|
|
2019
Q1 | $9.16M | Buy |
35,304
+17,652
| +100% | +$4.58M | 2.97% | 6 |
|
|
2018
Q4 | $4.06M | Buy |
17,652
+65
| +0.4% | +$14.9K | 3.08% | 7 |
|
|
2018
Q3 | $4.72M | Hold |
17,587
| – | – | 2.32% | 6 |
|
|
2018
Q2 | $4.41M | Hold |
17,587
| – | – | 3.29% | 7 |
|
|
2018
Q1 | $4.28M | Hold |
17,587
| – | – | 3.16% | 9 |
|
|
2017
Q4 | $4.31M | Buy |
17,587
+4,325
| +33% | +$1.06M | 4.2% | 6 |
|
|
2017
Q3 | $3.06M | Buy |
13,262
+5,167
| +64% | +$1.19M | 3.41% | 9 |
|
|
2017
Q2 | $1.8M | Hold |
8,095
| – | – | 2.29% | 8 |
|
|
2017
Q1 | $1.75M | Hold |
8,095
| – | – | 2.37% | 8 |
|
|
2016
Q4 | $1.66M | Buy |
+8,095
| New | +$1.66M | 2.27% | 7 |
|