Sheaff Brock Investment 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
Q1 | $3.88M | Buy |
7,559
+499
| +7% | +$256K | 0.36% | 70 |
|
|
2024
Q4 | $3.8M | Buy |
7,060
+154
| +2% | +$83K | 0.33% | 69 |
|
|
2024
Q3 | $3.64M | Buy |
6,906
+122
| +2% | +$64.4K | 0.32% | 70 |
|
|
2024
Q2 | $3.39M | Buy |
6,784
+164
| +2% | +$82K | 0.31% | 71 |
|
|
2024
Q1 | $3.18M | Buy |
6,620
+249
| +4% | +$120K | 0.2% | 79 |
|
|
2023
Q4 | $2.78M | Buy |
6,371
+252
| +4% | +$110K | 0.22% | 78 |
|
|
2023
Q3 | $2.4M | Buy |
6,119
+250
| +4% | +$98.2K | 0.22% | 86 |
|
|
2023
Q2 | $2.39M | Sell |
5,869
-237
| -4% | -$96.5K | 0.2% | 90 |
|
|
2023
Q1 | $2.3M | Buy |
6,106
+603
| +11% | +$227K | 0.21% | 87 |
|
|
2022
Q4 | $1.93M | Buy |
5,503
+65
| +1% | +$22.8K | 0.19% | 88 |
|
|
2022
Q3 | $1.79M | Buy |
5,438
+2
| +0% | +$656 | 0.19% | 92 |
|
|
2022
Q2 | $1.89M | Buy |
5,436
+749
| +16% | +$260K | 0.16% | 90 |
|
|
2022
Q1 | $1.95M | Buy |
4,687
+1,549
| +49% | +$643K | 0.14% | 98 |
|
|
2021
Q4 | $1.37M | Buy |
3,138
+379
| +14% | +$165K | 0.09% | 144 |
|
|
2021
Q3 | $1.09M | Buy |
2,759
+143
| +5% | +$56.4K | 0.08% | 163 |
|
|
2021
Q2 | $1.03M | Sell |
2,616
-1
| -0% | -$394 | 0.07% | 169 |
|
|
2021
Q1 | $953K | Sell |
2,617
-25
| -0.9% | -$9.1K | 0.08% | 156 |
|
|
2020
Q4 | $908K | Sell |
2,642
-385
| -13% | -$132K | 0.08% | 152 |
|
|
2020
Q3 | $931K | Buy |
3,027
+193
| +7% | +$59.4K | 0.09% | 140 |
|
|
2020
Q2 | $803K | Buy |
2,834
+23
| +0.8% | +$6.52K | 0.08% | 152 |
|
|
2020
Q1 | $666K | Buy |
2,811
+637
| +29% | +$151K | 0.09% | 145 |
|
|
2019
Q4 | $643K | Buy |
2,174
+108
| +5% | +$31.9K | 0.06% | 207 |
|
|
2019
Q3 | $563K | Buy |
2,066
+386
| +23% | +$105K | 0.06% | 222 |
|
|
2019
Q2 | $452K | Buy |
1,680
+400
| +31% | +$108K | 0.05% | 252 |
|
|
2019
Q1 | $332K | Sell |
1,280
-694
| -35% | -$180K | 0.04% | 325 |
|
|
2018
Q4 | $454K | Sell |
1,974
-106
| -5% | -$24.4K | 0.07% | 240 |
|
|
2018
Q3 | $556K | Buy |
2,080
+102
| +5% | +$27.3K | 0.05% | 244 |
|
|
2018
Q2 | $493K | Sell |
1,978
-600
| -23% | -$150K | 0.05% | 251 |
|
|
2018
Q1 | $624K | Buy |
2,578
+123
| +5% | +$29.8K | 0.06% | 210 |
|
|
2017
Q4 | $602K | Sell |
2,455
-393
| -14% | -$96.4K | 0.08% | 227 |
|
|
2017
Q3 | $657K | Buy |
2,848
+1,005
| +55% | +$232K | 0.09% | 210 |
|
|
2017
Q2 | $409K | Sell |
1,843
-716
| -28% | -$159K | 0.05% | 312 |
|
|
2017
Q1 | $554K | Sell |
2,559
-339
| -12% | -$73.4K | 0.07% | 263 |
|
|
2016
Q4 | $595K | Sell |
2,898
-390
| -12% | -$80.1K | 0.08% | 257 |
|
|
2016
Q3 | $653K | Buy |
3,288
+1,006
| +44% | +$200K | 0.09% | 226 |
|
|
2016
Q2 | $439K | Buy |
2,282
+202
| +10% | +$38.9K | 0.06% | 299 |
|
|
2016
Q1 | $392K | Sell |
2,080
-1,311
| -39% | -$247K | 0.05% | 329 |
|
|
2015
Q4 | $634K | Buy |
+3,391
| New | +$634K | 0.07% | 273 |
|