Lloyd Advisory Services’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 | $6.88M | Sell |
|
|||||
|
2025
Q2 | $6.61M | Sell |
|
|||||
|
2025
Q1 | $10.5M | Sell |
|
|||||
|
2024
Q4 | $11.4M | Sell |
|
|||||
|
2024
Q3 | $12.1M | Sell |
|
|||||
|
2024
Q2 | $11.6M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $12.3M | Buy |
|
|||||
|
2022
Q4 | $4.55M | Sell |
|
|||||
|
2022
Q3 | $4.51M | Sell |
|
|||||
|
2022
Q2 | $5.24M | Sell |
|
|||||
|
2022
Q1 | $8.4M | Sell |
|
|||||
|
2021
Q4 | $9M | Sell |
|
|||||
|
2021
Q3 | $8.24M | Sell |
|
|||||
|
2021
Q2 | $8.81M | Sell |
|
|||||
|
2021
Q1 | $9.02M | Sell |
|
|||||
|
2020
Q4 | $8.88M | Sell |
|
|||||
|
2020
Q3 | $8.21M | Sell |
|
|||||
|
2020
Q2 | $7.82M | Sell |
|
|||||
|
2020
Q1 | $6.86M | Buy |
|
|||||
|
2019
Q4 | $6.3M | Buy |
|