Valeo 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
Q2 | $54.1M | Sell |
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|
2025
Q1 | $49.7M | Buy |
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|
2024
Q4 | $35.4M | Buy |
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|
2024
Q3 | $31.8M | Buy |
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|
2024
Q2 | $27.5M | Buy |
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|
2024
Q1 | $20.1M | Buy |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $15.8M | Buy |
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|
2023
Q2 | $16.2M | Sell |
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|
2023
Q1 | $15.9M | Sell |
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|
2022
Q4 | $15.2M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $10.2M | Sell |
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|
2022
Q1 | $13.6M | Sell |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $9.34M | Buy |
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|
2021
Q2 | $8.16M | Buy |
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|
2021
Q1 | $7.05M | Buy |
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|
2020
Q4 | $5.73M | Buy |
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|
2020
Q3 | $4.73M | Sell |
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|
2020
Q2 | $4.7M | Buy |
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|
2020
Q1 | $3.69M | Buy |
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|
2019
Q4 | $2.3M | Buy |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $843K | Sell |
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|
2018
Q4 | $795K | Buy |
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|
2018
Q3 | $532K | Sell |
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|
2018
Q2 | $579K | Buy |
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|
2018
Q1 | $103K | Sell |
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|
2017
Q4 | $198K | Buy |
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|
2017
Q3 | $3K | Buy |
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