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Operose 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 | $21.1M | Buy |
37,159
+26,570
| +251% | +$15.1M | 5.95% | 4 |
|
|
2025
Q1 | $5.44M | Buy |
10,589
+3,804
| +56% | +$1.95M | 1.8% | 9 |
|
|
2024
Q4 | $3.66M | Sell |
6,785
-11,232
| -62% | -$6.05M | 1.25% | 10 |
|
|
2024
Q3 | $9.51M | Buy |
18,017
+2,469
| +16% | +$1.3M | 3.08% | 7 |
|
|
2024
Q2 | $7.78M | Buy |
15,548
+366
| +2% | +$183K | 2.75% | 7 |
|
|
2024
Q1 | $7.3M | Buy |
15,182
+15,094
| +17,152% | +$7.26M | 2.47% | 8 |
|
|
2023
Q4 | $38.5K | Sell |
88
-2,172
| -96% | -$950K | 0.02% | 246 |
|
|
2023
Q3 | $888K | Buy |
2,260
+2,173
| +2,498% | +$853K | 0.35% | 29 |
|
|
2023
Q2 | $35.5K | Buy |
87
+66
| +314% | +$26.9K | 0.02% | 184 |
|
|
2023
Q1 | $7.98K | Sell |
21
-20
| -49% | -$7.6K | ﹤0.01% | 278 |
|
|
2022
Q4 | $14.5K | Buy |
41
+20
| +95% | +$7.05K | 0.01% | 247 |
|
|
2022
Q3 | $7K | Buy |
21
+16
| +320% | +$5.33K | ﹤0.01% | 295 |
|
|
2022
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 287 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 288 |
|