TCI Wealth 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 | $3.42M | Buy |
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|
2025
Q2 | $3.13M | Buy |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $972K | Buy |
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|
2021
Q2 | $954K | Buy |
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|
2021
Q1 | $771K | Sell |
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|
2020
Q4 | $808K | Buy |
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|
2020
Q3 | $642K | Buy |
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|
2020
Q2 | $575K | Sell |
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|
2020
Q1 | $699K | Buy |
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|
2019
Q4 | $281K | Buy |
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|
2019
Q3 | $257K | Buy |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $272K | Buy |
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|
2018
Q4 | $237K | Buy |
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|
2018
Q3 | $198K | Sell |
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|
2018
Q2 | $255K | Sell |
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|
2018
Q1 | $253K | Sell |
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|
2017
Q4 | $274K | Sell |
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|
2017
Q3 | $268K | Buy |
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|
2017
Q2 | $205K | Buy |
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|
2017
Q1 | $148K | Buy |
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|
2016
Q4 | $25K | Hold |
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|
2016
Q3 | $24K | Sell |
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|
2016
Q2 | $24K | Sell |
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|
2016
Q1 | $37K | Hold |
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|
2015
Q4 | $36K | Sell |
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|
2015
Q3 | $70K | Hold |
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|
2015
Q2 | $75K | Buy |
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|
2015
Q1 | $37K | Hold |
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|
2014
Q4 | $37K | Hold |
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|
2014
Q3 | $35K | Sell |
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|
2014
Q2 | $40K | Buy |
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