SFMG Wealth 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 | $3.54M | Buy |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q3 | $2.94M | Sell |
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|
2024
Q2 | $2.85M | Buy |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $980K | Sell |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $823K | Sell |
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|
2020
Q2 | $845K | Sell |
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|
2020
Q1 | $843K | Buy |
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|
2019
Q4 | $575K | Hold |
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|
2019
Q3 | $530K | Hold |
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|
2019
Q2 | $539K | Buy |
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|
2019
Q1 | $422K | Sell |
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|
2018
Q4 | $412K | Hold |
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|
2018
Q3 | $448K | Hold |
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|
2018
Q2 | $448K | Hold |
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|
2018
Q1 | $434K | Buy |
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|
2017
Q4 | $423K | Hold |
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|
2017
Q3 | $398K | Buy |
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|
2017
Q2 | $267K | Hold |
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|
2017
Q1 | $260K | Buy |
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|
2016
Q4 | $240K | Hold |
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|
2016
Q3 | $232K | Hold |
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|
2016
Q2 | $225K | Sell |
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|
2016
Q1 | $251K | Hold |
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|
2015
Q4 | $248K | Hold |
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|
2015
Q3 | $234K | Buy |
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|
2015
Q2 | $239K | Sell |
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|
2015
Q1 | $717K | Buy |
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|
2014
Q4 | $238K | Hold |
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|
2014
Q3 | $228K | Hold |
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|
2014
Q2 | $227K | Hold |
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|
2014
Q1 | $216K | Sell |
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|
2013
Q4 | $262K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $10M | Buy |
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