SIA
Soltis Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
12,501
+924
| +8% | +$525K | 0.56% | 42 |
|
|
2025
Q1 | $5.95M | Buy |
11,577
+264
| +2% | +$136K | 0.53% | 47 |
|
|
2024
Q4 | $6.1M | Sell |
11,313
-5
| -0% | -$2.69K | 0.56% | 43 |
|
|
2024
Q3 | $5.97M | Buy |
11,318
+782
| +7% | +$413K | 0.58% | 50 |
|
|
2024
Q2 | $5.27M | Sell |
10,536
-780
| -7% | -$390K | 0.56% | 57 |
|
|
2024
Q1 | $5.44M | Buy |
11,316
+2,259
| +25% | +$1.09M | 0.61% | 55 |
|
|
2023
Q4 | $3.96M | Sell |
9,057
-399
| -4% | -$174K | 0.45% | 74 |
|
|
2023
Q3 | $3.71M | Sell |
9,456
-216
| -2% | -$84.8K | 0.48% | 62 |
|
|
2023
Q2 | $3.94M | Sell |
9,672
-1,642
| -15% | -$669K | 0.46% | 63 |
|
|
2023
Q1 | $4.25M | Buy |
11,314
+1,788
| +19% | +$672K | 0.54% | 52 |
|
|
2022
Q4 | $3.35M | Buy |
9,526
+48
| +0.5% | +$16.9K | 0.44% | 68 |
|
|
2022
Q3 | $3.11M | Buy |
9,478
+1,667
| +21% | +$547K | 0.47% | 65 |
|
|
2022
Q2 | $2.71M | Sell |
7,811
-50
| -0.6% | -$17.3K | 0.39% | 71 |
|
|
2022
Q1 | $3.26M | Sell |
7,861
-569
| -7% | -$236K | 0.45% | 47 |
|
|
2021
Q4 | $3.68M | Buy |
8,430
+1,426
| +20% | +$623K | 0.52% | 38 |
|
|
2021
Q3 | $2.76M | Buy |
7,004
+825
| +13% | +$325K | 0.43% | 45 |
|
|
2021
Q2 | $2.43M | Hold |
6,179
| – | – | 0.39% | 55 |
|
|
2021
Q1 | $2.25M | Buy |
6,179
+28
| +0.5% | +$10.2K | 0.41% | 43 |
|
|
2020
Q4 | $2.11M | Sell |
6,151
-58
| -0.9% | -$19.9K | 0.39% | 42 |
|
|
2020
Q3 | $1.91M | Hold |
6,209
| – | – | 0.45% | 43 |
|
|
2020
Q2 | $1.76M | Buy |
6,209
+191
| +3% | +$54.1K | 0.46% | 42 |
|
|
2020
Q1 | $1.43M | Hold |
6,018
| – | – | 0.44% | 39 |
|
|
2019
Q4 | $1.78M | Buy |
+6,018
| New | +$1.78M | 0.34% | 44 |
|