Valley National Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
1,263
+91
| +8% | +$51.7K | 0.12% | 147 |
|
|
2025
Q1 | $602K | Hold |
1,172
| – | – | 0.11% | 148 |
|
|
2024
Q4 | $631K | Sell |
1,172
-93
| -7% | -$50.1K | 0.11% | 146 |
|
|
2024
Q3 | $667K | Hold |
1,265
| – | – | 0.12% | 145 |
|
|
2024
Q2 | $632K | Buy |
1,265
+29
| +2% | +$14.5K | 0.09% | 142 |
|
|
2024
Q1 | $594K | Hold |
1,236
| – | – | 0.09% | 150 |
|
|
2023
Q4 | $539K | Buy |
1,236
+1,230
| +20,500% | +$536K | 0.09% | 158 |
|
|
2023
Q3 | $2K | Sell |
6
-100
| -94% | -$33.3K | ﹤0.01% | 862 |
|
|
2023
Q2 | $44K | Buy |
106
+53
| +100% | +$22K | 0.01% | 407 |
|
|
2023
Q1 | $20K | Buy |
+53
| New | +$20K | ﹤0.01% | 501 |
|
|
2020
Q1 | – | Sell |
-91
| Closed | -$27K | – | 852 |
|
|
2019
Q4 | $27K | Buy |
+91
| New | +$27K | 0.01% | 388 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$13K | – | 826 |
|
|
2019
Q2 | $13K | Hold |
50
| – | – | ﹤0.01% | 454 |
|
|
2019
Q1 | $13K | Buy |
+50
| New | +$13K | ﹤0.01% | 454 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | -$1K | – | 701 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 632 |
|