Resonant Capital 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 | $13M | Buy |
22,844
+1,192
| +6% | +$679K | 0.83% | 31 |
|
|
2025
Q1 | $11.1M | Sell |
21,652
-277
| -1% | -$142K | 0.78% | 34 |
|
|
2024
Q4 | $11.8M | Sell |
21,929
-340
| -2% | -$183K | 0.86% | 28 |
|
|
2024
Q3 | $11.8M | Sell |
22,269
-323
| -1% | -$171K | 0.87% | 28 |
|
|
2024
Q2 | $11.3M | Sell |
22,592
-327
| -1% | -$164K | 0.92% | 27 |
|
|
2024
Q1 | $11M | Sell |
22,919
-105
| -0.5% | -$50.5K | 0.94% | 26 |
|
|
2023
Q4 | $10.1M | Buy |
23,024
+2,629
| +13% | +$1.15M | 0.97% | 26 |
|
|
2023
Q3 | $8.04M | Sell |
20,395
-1,194
| -6% | -$471K | 0.86% | 30 |
|
|
2023
Q2 | $8.83M | Sell |
21,589
-3,572
| -14% | -$1.46M | 0.96% | 29 |
|
|
2023
Q1 | $9.46M | Buy |
25,161
+1,261
| +5% | +$474K | 1.07% | 24 |
|
|
2022
Q4 | $8.4M | Buy |
23,900
+3,333
| +16% | +$1.17M | 1.05% | 21 |
|
|
2022
Q3 | $6.78M | Sell |
20,567
-30
| -0.1% | -$9.89K | 1.03% | 25 |
|
|
2022
Q2 | $7.17M | Buy |
20,597
+9,308
| +82% | +$3.24M | 1.12% | 20 |
|
|
2022
Q1 | $4.7M | Buy |
11,289
+6,585
| +140% | +$2.74M | 0.7% | 33 |
|
|
2021
Q4 | $2.05M | Sell |
4,704
-247
| -5% | -$108K | 0.31% | 70 |
|
|
2021
Q3 | $1.96M | Sell |
4,951
-11
| -0.2% | -$4.35K | 0.34% | 68 |
|
|
2021
Q2 | $1.96M | Sell |
4,962
-1
| -0% | -$395 | 0.38% | 61 |
|
|
2021
Q1 | $1.81M | Sell |
4,963
-6
| -0.1% | -$2.19K | 0.37% | 60 |
|
|
2020
Q4 | $1.71M | Sell |
4,969
-16
| -0.3% | -$5.5K | 0.4% | 53 |
|
|
2020
Q3 | $1.54M | Sell |
4,985
-117
| -2% | -$36.1K | 0.44% | 47 |
|
|
2020
Q2 | $1.45M | Sell |
5,102
-395
| -7% | -$112K | 0.42% | 51 |
|
|
2020
Q1 | $1.3M | Buy |
5,497
+674
| +14% | +$160K | 0.47% | 70 |
|
|
2019
Q4 | $1.43M | Buy |
+4,823
| New | +$1.43M | 0.45% | 69 |
|