Souders Financial Advisors’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 | $53.8M | Buy |
94,673
+3,394
| +4% | +$1.93M | 6.84% | 2 |
|
|
2025
Q1 | $46.9M | Sell |
91,279
-5,966
| -6% | -$3.07M | 6.55% | 2 |
|
|
2024
Q4 | $52.4M | Buy |
97,245
+2,183
| +2% | +$1.18M | 7.32% | 2 |
|
|
2024
Q3 | $50.2M | Buy |
95,062
+23,241
| +32% | +$12.3M | 6.99% | 2 |
|
|
2024
Q2 | $35.9M | Buy |
71,821
+1,303
| +2% | +$652K | 5.42% | 2 |
|
|
2024
Q1 | $33.9M | Sell |
70,518
-1,349
| -2% | -$648K | 5.35% | 2 |
|
|
2023
Q4 | $31.4M | Buy |
71,867
+832
| +1% | +$363K | 5.37% | 2 |
|
|
2023
Q3 | $27.9M | Sell |
71,035
-2,743
| -4% | -$1.08M | 5.36% | 2 |
|
|
2023
Q2 | $30M | Sell |
73,778
-619
| -0.8% | -$252K | 5.74% | 2 |
|
|
2023
Q1 | $28M | Buy |
74,397
+4,286
| +6% | +$1.61M | 5.94% | 1 |
|
|
2022
Q4 | $24.6M | Buy |
70,111
+3,699
| +6% | +$1.3M | 5.63% | 2 |
|
|
2022
Q3 | $21.8M | Buy |
66,412
+2,300
| +4% | +$755K | 5.92% | 1 |
|
|
2022
Q2 | $22.2M | Buy |
64,112
+4,127
| +7% | +$1.43M | 6.39% | 2 |
|
|
2022
Q1 | $24.9M | Buy |
59,985
+2,500
| +4% | +$1.04M | 7.2% | 2 |
|
|
2021
Q4 | $25.1M | Buy |
57,485
+2,963
| +5% | +$1.29M | 7.21% | 1 |
|
|
2021
Q3 | $21.5M | Buy |
54,522
+2,180
| +4% | +$860K | 6.93% | 2 |
|
|
2021
Q2 | $20.6M | Buy |
52,342
+770
| +1% | +$303K | 6.94% | 2 |
|
|
2021
Q1 | $18.8M | Buy |
51,572
+2,412
| +5% | +$879K | 7.36% | 2 |
|
|
2020
Q4 | $16.9M | Buy |
49,160
+1,081
| +2% | +$372K | 7.36% | 1 |
|
|
2020
Q3 | $15.6M | Buy |
48,079
+7,494
| +18% | +$2.44M | 7.39% | 1 |
|
|
2020
Q2 | $11.5M | Buy |
40,585
+9,088
| +29% | +$2.58M | 6.58% | 1 |
|
|
2020
Q1 | $7.46M | Buy |
+31,497
| New | +$7.46M | 6.59% | 3 |
|