Naples Global 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 | $23.1M | Buy |
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|
2025
Q1 | $20.5M | Buy |
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|
2024
Q4 | $21M | Buy |
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|
2024
Q3 | $19.9M | Buy |
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|
2024
Q2 | $18.4M | Buy |
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|
2024
Q1 | $17.5M | Buy |
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|
2023
Q4 | $15.7M | Buy |
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|
2023
Q3 | $14.2M | Buy |
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|
2023
Q2 | $14.4M | Sell |
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|
2023
Q1 | $13.3M | Buy |
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|
2022
Q4 | $11.5M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $458K | Buy |
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|
2020
Q3 | $386K | Sell |
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|
2020
Q2 | $359K | Hold |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $319K | Buy |
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|
2019
Q3 | $282K | Sell |
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|
2019
Q2 | $298K | Hold |
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|
2019
Q1 | $288K | Hold |
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|
2018
Q4 | $264K | Hold |
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|
2018
Q3 | $296K | Sell |
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|
2018
Q2 | $305K | Hold |
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|
2018
Q1 | $296K | Buy |
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|
2017
Q4 | $299K | Sell |
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|
2017
Q3 | $286K | Sell |
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|
2017
Q2 | $286K | Hold |
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|
2017
Q1 | $279K | Hold |
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|
2016
Q4 | $265K | Buy |
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|
2016
Q3 | $251K | Hold |
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|
2016
Q2 | $243K | Sell |
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|
2016
Q1 | $240K | Buy |
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|
2015
Q4 | $234K | Hold |
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|
2015
Q3 | $220K | Sell |
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|
2015
Q2 | $349K | Hold |
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|
2015
Q1 | $350K | Buy |
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|
2014
Q4 | $337K | Buy |
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