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NewEdge Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302M | Buy |
531,966
+31,015
| +6% | +$17.6M | 1.56% | 6 |
|
|
2025
Q1 | $257M | Buy |
500,951
+14,388
| +3% | +$7.39M | 1.53% | 6 |
|
|
2024
Q4 | $262M | Sell |
486,563
-18,694
| -4% | -$10.1M | 1.58% | 7 |
|
|
2024
Q3 | $267M | Buy |
505,257
+19,159
| +4% | +$10.1M | 1.73% | 6 |
|
|
2024
Q2 | $243M | Buy |
486,098
+58,718
| +14% | +$29.4M | 1.77% | 6 |
|
|
2024
Q1 | $205M | Buy |
427,380
+3,734
| +0.9% | +$1.79M | 1.79% | 5 |
|
|
2023
Q4 | $187M | Buy |
423,646
+20,226
| +5% | +$8.94M | 1.78% | 5 |
|
|
2023
Q3 | $158M | Buy |
403,420
+47,269
| +13% | +$18.6M | 1.74% | 4 |
|
|
2023
Q2 | $145M | Buy |
356,151
+18,336
| +5% | +$7.47M | 1.64% | 5 |
|
|
2023
Q1 | $127M | Sell |
337,815
-10,819
| -3% | -$4.05M | 1.58% | 5 |
|
|
2022
Q4 | $73.4M | Buy |
348,634
+17,946
| +5% | +$3.78M | 1.98% | 2 |
|
|
2022
Q3 | $109M | Buy |
330,688
+61,591
| +23% | +$20.2M | 1.78% | 4 |
|
|
2022
Q2 | $93.3M | Sell |
269,097
-35,071
| -12% | -$12.2M | 1.55% | 4 |
|
|
2022
Q1 | $126M | Sell |
304,168
-3,145
| -1% | -$1.31M | 2.03% | 2 |
|
|
2021
Q4 | $134M | Buy |
307,313
+99,919
| +48% | +$43.6M | 2.02% | 4 |
|
|
2021
Q3 | $81.8M | Buy |
207,394
+34,444
| +20% | +$13.6M | 2.02% | 4 |
|
|
2021
Q2 | $68.1M | Buy |
172,950
+5,506
| +3% | +$2.17M | 1.81% | 4 |
|
|
2021
Q1 | $61M | Buy |
167,444
+23,078
| +16% | +$8.41M | 1.82% | 4 |
|
|
2020
Q4 | $49.6M | Buy |
144,366
+425
| +0.3% | +$146K | 1.63% | 5 |
|
|
2020
Q3 | $44.3M | Sell |
143,941
-20,167
| -12% | -$6.2M | 1.54% | 6 |
|
|
2020
Q2 | $46.5M | Buy |
164,108
+13,825
| +9% | +$3.92M | 1.82% | 4 |
|
|
2020
Q1 | $35.6M | Buy |
150,283
+13,193
| +10% | +$3.12M | 1.71% | 5 |
|
|
2019
Q4 | $40.6M | Buy |
137,090
+3,120
| +2% | +$923K | 1.61% | 5 |
|
|
2019
Q3 | $36.5M | Buy |
133,970
+11,074
| +9% | +$3.02M | 1.62% | 5 |
|
|
2019
Q2 | $33.1M | Buy |
122,896
+381
| +0.3% | +$103K | 2.03% | 3 |
|
|
2019
Q1 | $31.8M | Buy |
122,515
+4,979
| +4% | +$1.29M | 2.05% | 3 |
|
|
2018
Q4 | $27K | Buy |
117,536
+31,917
| +37% | +$7.34K | 1.74% | 4 |
|
|
2018
Q3 | $22.9M | Buy |
85,619
+26,232
| +44% | +$7.01M | 1.76% | 4 |
|
|
2018
Q2 | $14.8K | Buy |
59,387
+13,517
| +29% | +$3.38K | 1.36% | 7 |
|
|
2018
Q1 | $10.8M | Buy |
45,870
+19,868
| +76% | +$4.7M | 1.24% | 10 |
|
|
2017
Q4 | $6.55M | Buy |
26,002
+775
| +3% | +$195K | 0.89% | 36 |
|
|
2017
Q3 | $5.89M | Buy |
25,227
+8,755
| +53% | +$2.04M | 0.91% | 35 |
|
|
2017
Q2 | $3.67M | Buy |
16,472
+5,836
| +55% | +$1.3M | 0.63% | 46 |
|
|
2017
Q1 | $2.3M | Buy |
10,636
+1,292
| +14% | +$279K | 0.52% | 55 |
|
|
2016
Q4 | $1.95M | Buy |
+9,344
| New | +$1.95M | 0.54% | 55 |
|