Mount Yale Investment 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 | $777K | Sell |
1,368
-2,290
| -63% | -$1.3M | 0.06% | 252 |
|
|
2025
Q1 | $1.88M | Buy |
3,658
+475
| +15% | +$244K | 0.16% | 124 |
|
|
2024
Q4 | $1.72M | Buy |
3,183
+2,177
| +216% | +$1.17M | 0.14% | 134 |
|
|
2024
Q3 | $531K | Buy |
1,006
+509
| +102% | +$269K | 0.05% | 334 |
|
|
2024
Q2 | $249K | Sell |
497
-246
| -33% | -$123K | 0.02% | 484 |
|
|
2024
Q1 | $357K | Buy |
743
+47
| +7% | +$22.6K | 0.03% | 412 |
|
|
2023
Q4 | $304K | Buy |
+696
| New | +$304K | 0.03% | 407 |
|
|
2023
Q2 | – | Sell |
-605
| Closed | -$228K | – | 513 |
|
|
2023
Q1 | $228K | Buy |
+605
| New | +$228K | 0.03% | 437 |
|