PA
Parkside 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 | $15.3M | Buy |
26,919
+1,822
| +7% | +$1.04M | 3.37% | 10 |
|
|
2025
Q1 | $12.9M | Sell |
25,097
-499
| -2% | -$256K | 3.11% | 10 |
|
|
2024
Q4 | $13.8M | Sell |
25,596
-782
| -3% | -$421K | 3.25% | 10 |
|
|
2024
Q3 | $14M | Sell |
26,378
-601
| -2% | -$318K | 3.32% | 10 |
|
|
2024
Q2 | $13.5M | Sell |
26,979
-759
| -3% | -$381K | 3.46% | 10 |
|
|
2024
Q1 | $13.3M | Sell |
27,738
-1,366
| -5% | -$657K | 3.43% | 10 |
|
|
2023
Q4 | $12.7M | Sell |
29,104
-777
| -3% | -$339K | 3.52% | 10 |
|
|
2023
Q3 | $11.8M | Sell |
29,881
-1,195
| -4% | -$471K | 3.66% | 10 |
|
|
2023
Q2 | $12.7M | Sell |
31,076
-3,782
| -11% | -$1.55M | 3.94% | 10 |
|
|
2023
Q1 | $13.1M | Sell |
34,858
-1,061
| -3% | -$399K | 4.34% | 8 |
|
|
2022
Q4 | $12.6M | Buy |
35,919
+5,230
| +17% | +$1.84M | 4.42% | 8 |
|
|
2022
Q3 | $10.1M | Sell |
30,689
-1,788
| -6% | -$590K | 3.86% | 9 |
|
|
2022
Q2 | $11.3M | Buy |
32,477
+14,532
| +81% | +$5.06M | 4.08% | 7 |
|
|
2022
Q1 | $7.45M | Sell |
17,945
-257
| -1% | -$107K | 2.36% | 11 |
|
|
2021
Q4 | $7.95M | Sell |
18,202
-2,961
| -14% | -$1.29M | 2.41% | 12 |
|
|
2021
Q3 | $8.38M | Buy |
21,163
+244
| +1% | +$96.6K | 2.61% | 10 |
|
|
2021
Q2 | $8.26M | Sell |
20,919
-557
| -3% | -$220K | 2.63% | 9 |
|
|
2021
Q1 | $7.82M | Buy |
21,476
+1,620
| +8% | +$590K | 2.7% | 8 |
|
|
2020
Q4 | $6.82M | Buy |
19,856
+460
| +2% | +$158K | 2.56% | 11 |
|
|
2020
Q3 | $5.99M | Sell |
19,396
-110
| -0.6% | -$34K | 2.64% | 11 |
|
|
2020
Q2 | $5.56M | Buy |
19,506
+1,414
| +8% | +$403K | 2.59% | 11 |
|
|
2020
Q1 | $4.28M | Buy |
18,092
+13,305
| +278% | +$3.15M | 2.33% | 11 |
|
|
2019
Q4 | $1.42M | Sell |
4,787
-390
| -8% | -$115K | 0.63% | 23 |
|
|
2019
Q3 | $1.42M | Sell |
5,177
-258
| -5% | -$70.7K | 0.75% | 21 |
|
|
2019
Q2 | $1.47M | Buy |
5,435
+27
| +0.5% | +$7.3K | 0.81% | 20 |
|
|
2019
Q1 | $1.4M | Sell |
5,408
-203
| -4% | -$52.7K | 0.8% | 21 |
|
|
2018
Q4 | $1.29M | Buy |
+5,611
| New | +$1.29M | 0.79% | 21 |
|