SMI Advisory Services’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 | $1.08M | Buy |
+1,878
| New | +$1.08M | 0.21% | 20 |
|
|
2025
Q1 | – | Sell |
-1,975
| Closed | -$1.06M | – | 65 |
|
|
2024
Q4 | $1.06M | Sell |
1,975
-34
| -2% | -$18.2K | 0.24% | 31 |
|
|
2024
Q3 | $1.06M | Buy |
2,009
+5
| +0.2% | +$2.63K | 0.23% | 36 |
|
|
2024
Q2 | $1.02M | Buy |
+2,004
| New | +$1.02M | 0.25% | 38 |
|
|
2024
Q1 | – | Sell |
-2,528
| Closed | -$1.11M | – | 77 |
|
|
2023
Q4 | $1.11M | Buy |
2,528
+325
| +15% | +$142K | 0.28% | 22 |
|
|
2023
Q3 | $892K | Buy |
+2,203
| New | +$892K | 0.33% | 23 |
|
|
2023
Q1 | $940K | Sell |
2,675
-28
| -1% | -$9.84K | 0.31% | 20 |
|
|
2022
Q4 | $887K | Hold |
2,703
| – | – | 0.29% | 20 |
|
|
2022
Q3 | $887K | Sell |
2,703
-95
| -3% | -$31.2K | 0.29% | 20 |
|
|
2022
Q2 | $970K | Buy |
2,798
+486
| +21% | +$168K | 0.35% | 18 |
|
|
2022
Q1 | $960K | Sell |
2,312
-74
| -3% | -$30.7K | 0.34% | 18 |
|
|
2021
Q4 | $1.04M | Sell |
2,386
-32
| -1% | -$14K | 0.4% | 20 |
|
|
2021
Q3 | $954K | Sell |
2,418
-200
| -8% | -$78.9K | 0.43% | 15 |
|
|
2021
Q2 | $1.03M | Sell |
2,618
-70
| -3% | -$27.5K | 0.44% | 15 |
|
|
2021
Q1 | $979K | Buy |
+2,688
| New | +$979K | 0.44% | 17 |
|