Plante Moran Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802M | Buy |
1,412,471
+121,748
| +9% | +$69.2M | 56.37% | 1 |
|
|
2025
Q1 | $663M | Buy |
1,290,723
+30,991
| +2% | +$15.9M | 57.05% | 1 |
|
|
2024
Q4 | $679M | Buy |
1,259,732
+60,061
| +5% | +$32.4M | 56.37% | 1 |
|
|
2024
Q3 | $633M | Buy |
1,199,671
+201,526
| +20% | +$106M | 53.99% | 1 |
|
|
2024
Q2 | $499M | Buy |
998,145
+79,256
| +9% | +$39.6M | 49.91% | 1 |
|
|
2024
Q1 | $442M | Buy |
918,889
+44,102
| +5% | +$21.2M | 47.46% | 1 |
|
|
2023
Q4 | $382M | Buy |
874,787
+28,839
| +3% | +$12.6M | 39.94% | 1 |
|
|
2023
Q3 | $332M | Buy |
845,948
+54,317
| +7% | +$21.3M | 39.9% | 1 |
|
|
2023
Q2 | $322M | Buy |
791,631
+178,994
| +29% | +$72.9M | 38.15% | 1 |
|
|
2023
Q1 | $230M | Buy |
612,637
+72,680
| +13% | +$27.3M | 31.48% | 1 |
|
|
2022
Q4 | $190M | Buy |
539,957
+66,339
| +14% | +$23.3M | 27.52% | 1 |
|
|
2022
Q3 | $155M | Buy |
473,618
+50,678
| +12% | +$16.6M | 26.62% | 1 |
|
|
2022
Q2 | $147M | Buy |
422,940
+125,493
| +42% | +$43.5M | 24.51% | 1 |
|
|
2022
Q1 | $123M | Sell |
297,447
-10,005
| -3% | -$4.15M | 23.06% | 1 |
|
|
2021
Q4 | $134M | Buy |
307,452
+87,314
| +40% | +$38.1M | 21.95% | 1 |
|
|
2021
Q3 | $86.8M | Buy |
220,138
+47,713
| +28% | +$18.8M | 19.28% | 1 |
|
|
2021
Q2 | $67.9M | Buy |
172,425
+40,349
| +31% | +$15.9M | 16.48% | 1 |
|
|
2021
Q1 | $48.1M | Buy |
132,076
+71,728
| +119% | +$26.1M | 13.16% | 2 |
|
|
2020
Q4 | $20.7M | Buy |
60,348
+30,511
| +102% | +$10.5M | 6.41% | 3 |
|
|
2020
Q3 | $9.18M | Buy |
29,837
+22,401
| +301% | +$6.89M | 3.23% | 6 |
|
|
2020
Q2 | $2.11M | Sell |
7,436
-2,250
| -23% | -$638K | 0.84% | 18 |
|
|
2020
Q1 | $2.29M | Sell |
9,686
-12,150
| -56% | -$2.88M | 1.05% | 12 |
|
|
2019
Q4 | $6.46M | Sell |
21,836
-13,748
| -39% | -$4.07M | 2.25% | 8 |
|
|
2019
Q3 | $9.7M | Buy |
35,584
+2,656
| +8% | +$724K | 2.83% | 8 |
|
|
2019
Q2 | $8.86M | Buy |
32,928
+7,734
| +31% | +$2.08M | 2.72% | 8 |
|
|
2019
Q1 | $6.54M | Sell |
25,194
-227
| -0.9% | -$58.9K | 2.02% | 9 |
|
|
2018
Q4 | $5.84M | Buy |
25,421
+91
| +0.4% | +$20.9K | 2.03% | 9 |
|
|
2018
Q3 | $6.76M | Buy |
25,330
+874
| +4% | +$233K | 2.2% | 10 |
|
|
2018
Q2 | $6.1M | Buy |
24,456
+737
| +3% | +$184K | 3.09% | 6 |
|
|
2018
Q1 | $5.74M | Buy |
23,719
+600
| +3% | +$145K | 3.12% | 5 |
|
|
2017
Q4 | $5.67M | Buy |
23,119
+8
| +0% | +$1.96K | 3.14% | 6 |
|
|
2017
Q3 | $5.33M | Buy |
23,111
+3,246
| +16% | +$749K | 3.17% | 5 |
|
|
2017
Q2 | $4.41M | Sell |
19,865
-286
| -1% | -$63.5K | 2.76% | 6 |
|
|
2017
Q1 | $4.36M | Buy |
20,151
+512
| +3% | +$111K | 2.63% | 6 |
|
|
2016
Q4 | $4.03M | Buy |
19,639
+2,707
| +16% | +$556K | 2.51% | 6 |
|
|
2016
Q3 | $3.36M | Hold |
16,932
| – | – | 2.27% | 6 |
|
|
2016
Q2 | $3.25M | Sell |
16,932
-4,538
| -21% | -$872K | 2.36% | 6 |
|
|
2016
Q1 | $4.05M | Hold |
21,470
| – | – | 3.12% | 4 |
|
|
2015
Q4 | $4.01M | Buy |
21,470
+447
| +2% | +$83.6K | 3.01% | 4 |
|
|
2015
Q3 | $3.69M | Buy |
21,023
+426
| +2% | +$74.9K | 2.91% | 5 |
|
|
2015
Q2 | $3.89M | Buy |
20,597
+1,042
| +5% | +$197K | 2.78% | 7 |
|
|
2015
Q1 | $3.7M | Sell |
19,555
-3,016
| -13% | -$571K | 2.58% | 7 |
|
|
2014
Q4 | $4.25M | Buy |
22,571
+249
| +1% | +$46.9K | 3.13% | 6 |
|
|
2014
Q3 | $4.03M | Hold |
22,322
| – | – | 3.52% | 4 |
|
|
2014
Q2 | $4.01M | Buy |
+22,322
| New | +$4.01M | 3.59% | 4 |
|
|
2013
Q4 | – | Sell |
-13,209
| Closed | -$2.03M | – | 718 |
|
|
2013
Q3 | $2.03M | Sell |
13,209
-1,554
| -11% | -$239K | 1.24% | 10 |
|
|
2013
Q2 | $2.17M | Buy |
+14,763
| New | +$2.17M | 1.6% | 7 |
|