VFA
Valeo Financial 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 | $54.1M | Sell |
95,875
-806
| -0.8% | -$455K | 1.3% | 20 |
|
|
2025
Q1 | $49.7M | Buy |
96,681
+31,025
| +47% | +$15.9M | 1.39% | 19 |
|
|
2024
Q4 | $35.4M | Buy |
65,656
+5,309
| +9% | +$2.86M | 0.98% | 21 |
|
|
2024
Q3 | $31.8M | Buy |
60,347
+5,415
| +10% | +$2.86M | 0.91% | 20 |
|
|
2024
Q2 | $27.5M | Buy |
54,932
+11,659
| +27% | +$5.83M | 0.86% | 21 |
|
|
2024
Q1 | $20.1M | Buy |
43,273
+1,766
| +4% | +$820K | 0.72% | 22 |
|
|
2023
Q4 | $18.1M | Buy |
41,507
+1,357
| +3% | +$593K | 0.73% | 20 |
|
|
2023
Q3 | $15.8M | Buy |
40,150
+391
| +1% | +$154K | 0.72% | 21 |
|
|
2023
Q2 | $16.2M | Sell |
39,759
-2,586
| -6% | -$1.05M | 0.74% | 19 |
|
|
2023
Q1 | $15.9M | Sell |
42,345
-810
| -2% | -$305K | 0.77% | 19 |
|
|
2022
Q4 | $15.2M | Buy |
43,155
+12,170
| +39% | +$4.28M | 0.83% | 19 |
|
|
2022
Q3 | $10.2M | Buy |
30,985
+1,611
| +5% | +$529K | 0.65% | 23 |
|
|
2022
Q2 | $10.2M | Sell |
29,374
-3,334
| -10% | -$1.16M | 0.64% | 24 |
|
|
2022
Q1 | $13.6M | Sell |
32,708
-2,215
| -6% | -$920K | 0.69% | 22 |
|
|
2021
Q4 | $15.2M | Buy |
34,923
+11,240
| +47% | +$4.91M | 0.83% | 20 |
|
|
2021
Q3 | $9.34M | Buy |
23,683
+2,935
| +14% | +$1.16M | 0.53% | 29 |
|
|
2021
Q2 | $8.17M | Buy |
20,748
+1,395
| +7% | +$549K | 0.5% | 31 |
|
|
2021
Q1 | $7.05M | Buy |
19,353
+2,672
| +16% | +$973K | 0.33% | 40 |
|
|
2020
Q4 | $5.73M | Buy |
16,681
+1,305
| +8% | +$449K | 0.29% | 42 |
|
|
2020
Q3 | $4.73M | Sell |
15,376
-1,192
| -7% | -$367K | 0.41% | 35 |
|
|
2020
Q2 | $4.7M | Buy |
16,568
+2,105
| +15% | +$597K | 0.43% | 34 |
|
|
2020
Q1 | $3.7M | Buy |
14,463
+6,691
| +86% | +$1.71M | 0.39% | 40 |
|
|
2019
Q4 | $2.3M | Buy |
7,772
+1,299
| +20% | +$384K | 0.22% | 72 |
|
|
2019
Q3 | $1.77M | Buy |
6,473
+2,717
| +72% | +$741K | 0.19% | 77 |
|
|
2019
Q2 | $1.01M | Buy |
3,756
+508
| +16% | +$137K | 0.12% | 127 |
|
|
2019
Q1 | $843K | Sell |
3,248
-213
| -6% | -$55.3K | 0.1% | 138 |
|
|
2018
Q4 | $795K | Buy |
3,461
+1,321
| +62% | +$303K | 0.11% | 132 |
|
|
2018
Q3 | $532K | Sell |
2,140
-95
| -4% | -$23.6K | 0.07% | 172 |
|
|
2018
Q2 | $579K | Buy |
2,235
+1,809
| +425% | +$469K | 0.08% | 153 |
|
|
2018
Q1 | $103K | Sell |
426
-380
| -47% | -$91.9K | 0.02% | 362 |
|
|
2017
Q4 | $198K | Buy |
806
+792
| +5,657% | +$195K | 0.03% | 243 |
|
|
2017
Q3 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 970 |
|