Moneta Group 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
Q2 | $249M | Buy |
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|
2025
Q1 | $211M | Buy |
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|
2024
Q4 | $213M | Buy |
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|
2024
Q3 | $196M | Buy |
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|
2024
Q2 | $181M | Buy |
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|
2024
Q1 | $168M | Sell |
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|
2023
Q4 | $168M | Buy |
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|
2023
Q3 | $145M | Buy |
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|
2023
Q2 | $144M | Buy |
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|
2023
Q1 | $129M | Buy |
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|
2022
Q4 | $47.3M | Buy |
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|
2022
Q3 | $39.9M | Sell |
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|
2022
Q2 | $43.5M | Buy |
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|
2022
Q1 | $46M | Buy |
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|
2021
Q4 | $46.3M | Buy |
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|
2021
Q3 | $29.7M | Buy |
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|
2021
Q2 | $22.5M | Buy |
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|
2021
Q1 | $18.9M | Buy |
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|
2020
Q4 | $5.38M | Buy |
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|
2020
Q3 | $4.57M | Sell |
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|
2020
Q2 | $4.54M | Sell |
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|
2020
Q1 | $4.05M | Buy |
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|
2019
Q4 | $2.53M | Buy |
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|
2019
Q3 | $1.83M | Buy |
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|
2019
Q2 | $1.62M | Buy |
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|
2019
Q1 | $1.55M | Sell |
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|
2018
Q4 | $1.49M | Buy |
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|
2018
Q3 | $1.33M | Sell |
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|
2018
Q2 | $1.39M | Buy |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.2M | Hold |
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|
2017
Q3 | $1.13M | Buy |
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|
2017
Q2 | $940K | Sell |
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|
2017
Q1 | $937K | Buy |
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|
2016
Q4 | $823K | Buy |
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|
2016
Q3 | $346K | Buy |
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|
2016
Q2 | $269K | Hold |
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|
2016
Q1 | $264K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $148K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $273K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $241K | Hold |
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|
2013
Q3 | $219K | Hold |
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|
2013
Q2 | $209K | Buy |
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