Souders Financial 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
Q3 | $57.2M | Sell |
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|
2025
Q2 | $53.8M | Buy |
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|
2025
Q1 | $46.9M | Sell |
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|
2024
Q4 | $52.4M | Buy |
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|
2024
Q3 | $50.2M | Buy |
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|
2024
Q2 | $35.9M | Buy |
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|
2024
Q1 | $33.9M | Sell |
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|
2023
Q4 | $31.4M | Buy |
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|
2023
Q3 | $27.9M | Sell |
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|
2023
Q2 | $30M | Sell |
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|
2023
Q1 | $28M | Buy |
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|
2022
Q4 | $24.6M | Buy |
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|
2022
Q3 | $21.8M | Buy |
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|
2022
Q2 | $22.2M | Buy |
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|
2022
Q1 | $24.9M | Buy |
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|
2021
Q4 | $25.1M | Buy |
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|
2021
Q3 | $21.5M | Buy |
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|
2021
Q2 | $20.6M | Buy |
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|
2021
Q1 | $18.8M | Buy |
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|
2020
Q4 | $16.9M | Buy |
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|
2020
Q3 | $15.6M | Buy |
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|
2020
Q2 | $11.5M | Buy |
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|
2020
Q1 | $7.46M | Buy |
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