Orion Portfolio Solutions’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
Q1 | $79.1M | Buy |
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|
2024
Q4 | $81M | Buy |
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|
2024
Q3 | $57.7M | Buy |
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|
2024
Q2 | $42.9M | Buy |
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|
2024
Q1 | $40M | Sell |
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|
2023
Q4 | $37.2M | Sell |
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|
2023
Q3 | $34.2M | Sell |
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|
2023
Q2 | $36M | Buy |
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|
2023
Q1 | $30.1M | Buy |
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|
2022
Q4 | $18.8M | Buy |
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|
2022
Q3 | $17.6M | Buy |
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|
2022
Q2 | $17.9M | Sell |
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|
2022
Q1 | $21.5M | Buy |
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|
2021
Q4 | $17.4M | Sell |
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|
2021
Q3 | $19.4M | Sell |
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|
2021
Q2 | $20M | Sell |
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|
2021
Q1 | $19.4M | Sell |
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|
2020
Q4 | $19.4M | Sell |
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|
2020
Q3 | $18.4M | Buy |
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|
2020
Q2 | $13.7M | Buy |
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|
2020
Q1 | $3.79M | Sell |
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|
2019
Q4 | $9.92M | Buy |
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