Sigma Planning Corp’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 | $57.7M | Buy |
101,616
+2,412
| +2% | +$1.37M | 1.74% | 7 |
|
|
2025
Q1 | $51M | Buy |
99,204
+1,579
| +2% | +$811K | 1.63% | 8 |
|
|
2024
Q4 | $52.6M | Sell |
97,625
-9
| -0% | -$4.85K | 1.65% | 8 |
|
|
2024
Q3 | $51.5M | Buy |
97,634
+4,078
| +4% | +$2.15M | 1.58% | 8 |
|
|
2024
Q2 | $46.8M | Buy |
93,556
+1,953
| +2% | +$977K | 1.48% | 9 |
|
|
2024
Q1 | $44M | Buy |
91,603
+54,065
| +144% | +$26M | 1.38% | 10 |
|
|
2023
Q4 | $16.4M | Sell |
37,538
-43,594
| -54% | -$19M | 1.28% | 10 |
|
|
2023
Q3 | $31.9M | Buy |
81,132
+4,121
| +5% | +$1.62M | 1.19% | 8 |
|
|
2023
Q2 | $31.4M | Buy |
77,011
+2,108
| +3% | +$859K | 1.13% | 8 |
|
|
2023
Q1 | $28.2M | Buy |
74,903
+8,596
| +13% | +$3.23M | 0.94% | 10 |
|
|
2022
Q4 | $23.3M | Buy |
66,307
+2,161
| +3% | +$759K | 0.83% | 13 |
|
|
2022
Q3 | $21.1M | Sell |
64,146
-4,701
| -7% | -$1.54M | 0.8% | 15 |
|
|
2022
Q2 | $23.9M | Buy |
68,847
+7,225
| +12% | +$2.51M | 0.83% | 13 |
|
|
2022
Q1 | $25.6M | Buy |
61,622
+522
| +0.9% | +$217K | 0.77% | 18 |
|
|
2021
Q4 | $26.7M | Buy |
61,100
+6,693
| +12% | +$2.92M | 0.74% | 16 |
|
|
2021
Q3 | $21.5M | Buy |
54,407
+968
| +2% | +$382K | 0.65% | 20 |
|
|
2021
Q2 | $21M | Sell |
53,439
-730
| -1% | -$287K | 0.63% | 20 |
|
|
2021
Q1 | $19.7M | Buy |
54,169
+1,442
| +3% | +$525K | 0.63% | 18 |
|
|
2020
Q4 | $18.1M | Buy |
52,727
+20,147
| +62% | +$6.92M | 0.62% | 20 |
|
|
2020
Q3 | $10M | Buy |
32,580
+763
| +2% | +$235K | 0.4% | 48 |
|
|
2020
Q2 | $9.02M | Buy |
31,817
+11,879
| +60% | +$3.37M | 0.4% | 43 |
|
|
2020
Q1 | $4.72M | Sell |
19,938
-6,390
| -24% | -$1.51M | 0.28% | 63 |
|
|
2019
Q4 | $7.79M | Buy |
26,328
+6,059
| +30% | +$1.79M | 0.33% | 46 |
|
|
2019
Q3 | $5.53M | Sell |
20,269
-3,821
| -16% | -$1.04M | 0.27% | 74 |
|
|
2019
Q2 | $6.48M | Buy |
24,090
+2,872
| +14% | +$773K | 0.33% | 55 |
|
|
2019
Q1 | $5.51M | Buy |
21,218
+4,511
| +27% | +$1.17M | 0.31% | 68 |
|
|
2018
Q4 | $3.84M | Buy |
16,707
+3,008
| +22% | +$691K | 0.28% | 84 |
|
|
2018
Q3 | $3.66M | Buy |
13,699
+626
| +5% | +$167K | 0.22% | 101 |
|
|
2018
Q2 | $3.26M | Buy |
13,073
+710
| +6% | +$177K | 0.22% | 105 |
|
|
2018
Q1 | $2.99M | Buy |
12,363
+877
| +8% | +$212K | 0.22% | 110 |
|
|
2017
Q4 | $2.82M | Buy |
11,486
+353
| +3% | +$86.6K | 0.22% | 116 |
|
|
2017
Q3 | $2.57M | Buy |
11,133
+1,588
| +17% | +$366K | 0.21% | 116 |
|
|
2017
Q2 | $2.12M | Buy |
9,545
+1,321
| +16% | +$293K | 0.2% | 129 |
|
|
2017
Q1 | $1.78M | Buy |
8,224
+1,935
| +31% | +$419K | 0.17% | 149 |
|
|
2016
Q4 | $1.29M | Buy |
6,289
+2,540
| +68% | +$521K | 0.14% | 174 |
|
|
2016
Q3 | $745K | Buy |
3,749
+603
| +19% | +$120K | 0.09% | 249 |
|
|
2016
Q2 | $605K | Sell |
3,146
-309
| -9% | -$59.4K | 0.08% | 278 |
|
|
2016
Q1 | $652K | Sell |
3,455
-3,322
| -49% | -$627K | 0.09% | 252 |
|
|
2015
Q4 | $1.27M | Buy |
6,777
+1,254
| +23% | +$234K | 0.18% | 136 |
|
|
2015
Q3 | $970K | Buy |
5,523
+2,031
| +58% | +$357K | 0.15% | 163 |
|
|
2015
Q2 | $659K | Buy |
3,492
+119
| +4% | +$22.5K | 0.09% | 261 |
|
|
2015
Q1 | $638K | Buy |
3,373
+1,984
| +143% | +$375K | 0.08% | 286 |
|
|
2014
Q4 | $262K | Buy |
+1,389
| New | +$262K | 0.03% | 552 |
|