Sequoia 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 | $24.3M | Sell |
42,753
-1,069
| -2% | -$607K | 0.17% | 106 |
|
|
2025
Q1 | $22.5M | Buy |
43,822
+5,555
| +15% | +$2.85M | 0.17% | 113 |
|
|
2024
Q4 | $20.6M | Buy |
38,267
+474
| +1% | +$255K | 0.2% | 108 |
|
|
2024
Q3 | $19.9M | Buy |
37,793
+2,203
| +6% | +$1.16M | 0.21% | 97 |
|
|
2024
Q2 | $17.8M | Buy |
35,590
+1,123
| +3% | +$562K | 0.21% | 98 |
|
|
2024
Q1 | $16.6M | Buy |
34,467
+11,833
| +52% | +$5.69M | 0.21% | 101 |
|
|
2023
Q4 | $9.89M | Buy |
22,634
+5,570
| +33% | +$2.43M | 0.12% | 149 |
|
|
2023
Q3 | $6.71M | Buy |
17,064
+2,308
| +16% | +$907K | 0.12% | 127 |
|
|
2023
Q2 | $6.01M | Buy |
14,756
+3,690
| +33% | +$1.5M | 0.1% | 146 |
|
|
2023
Q1 | $4.16M | Sell |
11,066
-195
| -2% | -$73.3K | 0.09% | 153 |
|
|
2022
Q4 | $3.96M | Buy |
11,261
+5,014
| +80% | +$1.76M | 0.1% | 149 |
|
|
2022
Q3 | $2.05M | Sell |
6,247
-3,325
| -35% | -$1.09M | 0.06% | 154 |
|
|
2022
Q2 | $3.32M | Sell |
9,572
-42
| -0.4% | -$14.6K | 0.09% | 143 |
|
|
2022
Q1 | $3.99M | Buy |
9,614
+947
| +11% | +$393K | 0.1% | 133 |
|
|
2021
Q4 | $3.78M | Buy |
8,667
+5,971
| +221% | +$2.61M | 0.1% | 127 |
|
|
2021
Q3 | $1.06M | Sell |
2,696
-5,465
| -67% | -$2.15M | 0.11% | 102 |
|
|
2021
Q2 | $3.21M | Sell |
8,161
-168
| -2% | -$66.1K | 0.12% | 113 |
|
|
2021
Q1 | $3.03M | Sell |
8,329
-136
| -2% | -$49.5K | 0.13% | 102 |
|
|
2020
Q4 | $2.91M | Buy |
8,465
+277
| +3% | +$95.2K | 0.13% | 97 |
|
|
2020
Q3 | $2.52M | Buy |
8,188
+2,115
| +35% | +$651K | 0.13% | 91 |
|
|
2020
Q2 | $1.72M | Buy |
6,073
+4,292
| +241% | +$1.22M | 0.1% | 105 |
|
|
2020
Q1 | $422K | Buy |
1,781
+957
| +116% | +$227K | 0.03% | 216 |
|
|
2019
Q4 | $244K | Buy |
824
+26
| +3% | +$7.7K | 0.02% | 330 |
|
|
2019
Q3 | $218K | Buy |
798
+24
| +3% | +$6.56K | 0.02% | 325 |
|
|
2019
Q2 | $208K | Hold |
774
| – | – | 0.02% | 345 |
|
|
2019
Q1 | $201K | Buy |
+774
| New | +$201K | 0.02% | 346 |
|