SIA
Spectrum 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 | $20.5M | Buy |
36,120
+997
| +3% | +$566K | 11.9% | 3 |
|
|
2025
Q1 | $18M | Sell |
35,123
-128
| -0.4% | -$65.8K | 11.65% | 3 |
|
|
2024
Q4 | $19M | Sell |
35,251
-31
| -0.1% | -$16.7K | 12.68% | 3 |
|
|
2024
Q3 | $18.6M | Sell |
35,282
-750
| -2% | -$396K | 12.77% | 3 |
|
|
2024
Q2 | $18M | Sell |
36,032
-999
| -3% | -$500K | 13.19% | 3 |
|
|
2024
Q1 | $17.8M | Buy |
37,031
+385
| +1% | +$185K | 13.14% | 3 |
|
|
2023
Q4 | $16M | Buy |
+36,646
| New | +$16M | 12.69% | 3 |
|