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