Sequoia Financial 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
Q2 | $24.3M | Sell |
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|
2025
Q1 | $22.5M | Buy |
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|
2024
Q4 | $20.6M | Buy |
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|
2024
Q3 | $19.9M | Buy |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $16.6M | Buy |
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|
2023
Q4 | $9.89M | Buy |
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|
2023
Q3 | $6.71M | Buy |
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|
2023
Q2 | $6.01M | Buy |
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|
2023
Q1 | $4.16M | Sell |
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|
2022
Q4 | $3.96M | Buy |
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|
2022
Q3 | $2.05M | Sell |
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|
2022
Q2 | $3.32M | Sell |
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|
2022
Q1 | $3.99M | Buy |
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|
2021
Q4 | $3.78M | Buy |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $3.21M | Sell |
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|
2021
Q1 | $3.03M | Sell |
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|
2020
Q4 | $2.91M | Buy |
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|
2020
Q3 | $2.52M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $422K | Buy |
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|
2019
Q4 | $244K | Buy |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $201K | Buy |
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