Soltis Investment 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 | $7.1M | Buy |
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|
2025
Q1 | $5.95M | Buy |
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|
2024
Q4 | $6.1M | Sell |
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|
2024
Q3 | $5.97M | Buy |
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|
2024
Q2 | $5.27M | Sell |
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|
2024
Q1 | $5.44M | Buy |
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|
2023
Q4 | $3.96M | Sell |
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|
2023
Q3 | $3.71M | Sell |
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|
2023
Q2 | $3.94M | Sell |
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|
2023
Q1 | $4.25M | Buy |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $2.71M | Sell |
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|
2022
Q1 | $3.26M | Sell |
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|
2021
Q4 | $3.68M | Buy |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $2.43M | Hold |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $2.11M | Sell |
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|
2020
Q3 | $1.91M | Hold |
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|
2020
Q2 | $1.76M | Buy |
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|
2020
Q1 | $1.43M | Hold |
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|
2019
Q4 | $1.78M | Buy |
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