Safeguard Investment Advisory Group’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 | $8.49M | Buy |
14,939
+1,375
| +10% | +$781K | 2.12% | 6 |
|
|
2025
Q1 | $6.97M | Buy |
13,564
+1,732
| +15% | +$891K | 1.9% | 9 |
|
|
2024
Q4 | $6.38M | Sell |
11,832
-284
| -2% | -$153K | 1.75% | 9 |
|
|
2024
Q3 | $6.4M | Sell |
12,116
-108
| -0.9% | -$57K | 1.82% | 9 |
|
|
2024
Q2 | $6.12M | Sell |
12,224
-125
| -1% | -$62.6K | 1.9% | 9 |
|
|
2024
Q1 | $5.94M | Sell |
12,349
-401
| -3% | -$193K | 2.01% | 9 |
|
|
2023
Q4 | $5.57M | Buy |
12,750
+257
| +2% | +$112K | 2.1% | 8 |
|
|
2023
Q3 | $4.91M | Buy |
12,493
+719
| +6% | +$283K | 2.14% | 8 |
|
|
2023
Q2 | $4.8M | Sell |
11,774
-539
| -4% | -$220K | 2.05% | 8 |
|
|
2023
Q1 | $4.63M | Sell |
12,313
-2,899
| -19% | -$1.09M | 2.23% | 10 |
|
|
2022
Q4 | $5.35M | Buy |
15,212
+313
| +2% | +$110K | 3.3% | 6 |
|
|
2022
Q3 | $4.89M | Buy |
14,899
+12,819
| +616% | +$4.21M | 3.35% | 7 |
|
|
2022
Q2 | $863K | Hold |
2,080
| – | – | 0.53% | 37 |
|
|
2022
Q1 | $863K | Buy |
2,080
+118
| +6% | +$49K | 0.59% | 32 |
|
|
2021
Q4 | $856K | Buy |
1,962
+17
| +0.9% | +$7.42K | 0.5% | 34 |
|
|
2021
Q3 | $767K | Buy |
1,945
+204
| +12% | +$80.4K | 0.5% | 37 |
|
|
2021
Q2 | $685K | Buy |
1,741
+124
| +8% | +$48.8K | 0.49% | 39 |
|
|
2021
Q1 | $589K | Buy |
1,617
+114
| +8% | +$41.5K | 0.53% | 37 |
|
|
2020
Q4 | $516K | Buy |
+1,503
| New | +$516K | 0.46% | 36 |
|