Valley National Advisers’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 | $773K | Buy |
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|
2025
Q2 | $717K | Buy |
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|
2025
Q1 | $602K | Hold |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $667K | Hold |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $594K | Hold |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $2K | Sell |
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|
2023
Q2 | $44K | Buy |
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|
2023
Q1 | $20K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $27K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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