Level Financial Advisors’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 | $50.6M | Sell |
89,045
-1,341
| -1% | -$762K | 15.74% | 1 |
|
|
2025
Q1 | $46.5M | Sell |
90,386
-23
| -0% | -$11.8K | 15.79% | 1 |
|
|
2024
Q4 | $48.7M | Sell |
90,409
-3,789
| -4% | -$2.04M | 17.88% | 1 |
|
|
2024
Q3 | $49.7M | Sell |
94,198
-814
| -0.9% | -$430K | 18.97% | 1 |
|
|
2024
Q2 | $47.5M | Sell |
95,012
-1,412
| -1% | -$706K | 20.59% | 1 |
|
|
2024
Q1 | $46.4M | Sell |
96,424
-1,538
| -2% | -$739K | 21.03% | 1 |
|
|
2023
Q4 | $42.8M | Buy |
97,962
+2,268
| +2% | +$991K | 21.15% | 1 |
|
|
2023
Q3 | $37.6M | Buy |
95,694
+519
| +0.5% | +$204K | 21.01% | 1 |
|
|
2023
Q2 | $38.8M | Buy |
95,175
+604
| +0.6% | +$246K | 21.65% | 1 |
|
|
2023
Q1 | $35.6M | Buy |
94,571
+2,854
| +3% | +$1.07M | 21.35% | 1 |
|
|
2022
Q4 | $32.2M | Buy |
91,717
+3,469
| +4% | +$1.22M | 21.11% | 1 |
|
|
2022
Q3 | $29M | Buy |
88,248
+2,486
| +3% | +$816K | 21.39% | 1 |
|
|
2022
Q2 | $29.7M | Buy |
85,762
+2,077
| +2% | +$720K | 21.9% | 1 |
|
|
2022
Q1 | $34.7M | Buy |
83,685
+4,843
| +6% | +$2.01M | 26.77% | 1 |
|
|
2021
Q4 | $34.4M | Buy |
+78,842
| New | +$34.4M | 26.25% | 1 |
|