Nadler Financial Group’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 | $61.5M | Sell |
108,347
-5,017
| -4% | -$2.85M | 6.3% | 6 |
|
|
2025
Q1 | $58.3M | Sell |
113,364
-1,244
| -1% | -$639K | 6.45% | 4 |
|
|
2024
Q4 | $61.8M | Buy |
114,608
+3,416
| +3% | +$1.84M | 6.5% | 5 |
|
|
2024
Q3 | $58.7M | Sell |
111,192
-1,189
| -1% | -$627K | 6.47% | 5 |
|
|
2024
Q2 | $56.2M | Buy |
112,381
+1,105
| +1% | +$553K | 6.61% | 5 |
|
|
2024
Q1 | $53.5M | Buy |
111,276
+1,633
| +1% | +$785K | 6.59% | 5 |
|
|
2023
Q4 | $47.9M | Buy |
109,643
+4,611
| +4% | +$2.01M | 6.45% | 5 |
|
|
2023
Q3 | $41.2M | Buy |
105,032
+1,253
| +1% | +$492K | 6.25% | 6 |
|
|
2023
Q2 | $42.3M | Buy |
103,779
+161
| +0.2% | +$65.6K | 6.18% | 6 |
|
|
2023
Q1 | $39M | Buy |
103,618
+3,987
| +4% | +$1.5M | 6.2% | 4 |
|
|
2022
Q4 | $35M | Buy |
99,631
+18,987
| +24% | +$6.67M | 6.11% | 5 |
|
|
2022
Q3 | $26.5M | Buy |
80,644
+4,992
| +7% | +$1.64M | 5.04% | 9 |
|
|
2022
Q2 | $26.2M | Buy |
75,652
+617
| +0.8% | +$214K | 4.83% | 9 |
|
|
2022
Q1 | $31.2M | Buy |
75,035
+1,092
| +1% | +$453K | 4.88% | 9 |
|
|
2021
Q4 | $32.3M | Buy |
73,943
+1,165
| +2% | +$509K | 4.77% | 11 |
|
|
2021
Q3 | $28.7M | Sell |
72,778
-571
| -0.8% | -$225K | 4.68% | 10 |
|
|
2021
Q2 | $28.9M | Buy |
73,349
+2,263
| +3% | +$891K | 4.73% | 9 |
|
|
2021
Q1 | $25.9M | Buy |
71,086
+4,782
| +7% | +$1.74M | 4.63% | 9 |
|
|
2020
Q4 | $22.8M | Buy |
66,304
+5,701
| +9% | +$1.96M | 4.35% | 10 |
|
|
2020
Q3 | $18.6M | Buy |
60,603
+3,248
| +6% | +$999K | 4.13% | 10 |
|
|
2020
Q2 | $16.3M | Sell |
57,355
-176
| -0.3% | -$49.9K | 4.06% | 10 |
|
|
2020
Q1 | $13.6M | Sell |
57,531
-873
| -1% | -$207K | 4.19% | 9 |
|
|
2019
Q4 | $17.3M | Buy |
58,404
+3,346
| +6% | +$990K | 4.27% | 9 |
|
|
2019
Q3 | $15M | Buy |
55,058
+3,075
| +6% | +$838K | 4.18% | 9 |
|
|
2019
Q2 | $14M | Buy |
51,983
+4,285
| +9% | +$1.15M | 4.05% | 9 |
|
|
2019
Q1 | $12.4M | Sell |
47,698
-43,968
| -48% | -$11.4M | 3.94% | 9 |
|
|
2018
Q4 | $21.1M | Buy |
91,666
+3,859
| +4% | +$887K | 6.91% | 7 |
|
|
2018
Q3 | $23.4M | Sell |
87,807
-5,346
| -6% | -$1.43M | 6.34% | 8 |
|
|
2018
Q2 | $23.2M | Buy |
93,153
+7,370
| +9% | +$1.84M | 6.58% | 8 |
|
|
2018
Q1 | $20.8M | Buy |
85,783
+15,910
| +23% | +$3.85M | 6.4% | 8 |
|
|
2017
Q4 | $17.1M | Buy |
69,873
+3,936
| +6% | +$965K | 5.23% | 8 |
|
|
2017
Q3 | $15.2M | Buy |
65,937
+6,379
| +11% | +$1.47M | 5.01% | 8 |
|
|
2017
Q2 | $13.2M | Buy |
59,558
+8,562
| +17% | +$1.9M | 4.5% | 9 |
|
|
2017
Q1 | $11M | Buy |
50,996
+4,707
| +10% | +$1.02M | 3.85% | 9 |
|
|
2016
Q4 | $9.5M | Buy |
46,289
+8,920
| +24% | +$1.83M | 3.52% | 9 |
|
|
2016
Q3 | $7.43M | Buy |
37,369
+9,834
| +36% | +$1.95M | 2.92% | 9 |
|
|
2016
Q2 | $5.29M | Buy |
27,535
+5,555
| +25% | +$1.07M | 2.23% | 10 |
|
|
2016
Q1 | $4.15M | Buy |
21,980
+6,973
| +46% | +$1.31M | 1.81% | 11 |
|
|
2015
Q4 | $2.81M | Buy |
15,007
+4,768
| +47% | +$891K | 1.27% | 14 |
|
|
2015
Q3 | $1.8M | Buy |
10,239
+2,785
| +37% | +$489K | 0.9% | 17 |
|
|
2015
Q2 | $1.41M | Buy |
7,454
+3,212
| +76% | +$607K | 0.67% | 19 |
|
|
2015
Q1 | $803K | Buy |
4,242
+1,959
| +86% | +$371K | 0.39% | 27 |
|
|
2014
Q4 | $430K | Buy |
2,283
+293
| +15% | +$55.2K | 0.22% | 47 |
|
|
2014
Q3 | $359K | Buy |
+1,990
| New | +$359K | 0.22% | 48 |
|