Resonant Capital Advisors’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
Q3 | $13.8M | Sell |
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|
2025
Q2 | $13M | Buy |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $11.8M | Sell |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $11.3M | Sell |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $8.04M | Sell |
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|
2023
Q2 | $8.83M | Sell |
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|
2023
Q1 | $9.46M | Buy |
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|
2022
Q4 | $8.4M | Buy |
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|
2022
Q3 | $6.78M | Sell |
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|
2022
Q2 | $7.17M | Buy |
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|
2022
Q1 | $4.7M | Buy |
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|
2021
Q4 | $2.05M | Sell |
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|
2021
Q3 | $1.96M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.54M | Sell |
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|
2020
Q2 | $1.45M | Sell |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.43M | Buy |
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