Valmark 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
Q2 | $317M | Sell |
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|
2025
Q1 | $290M | Buy |
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|
2024
Q4 | $291M | Sell |
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|
2024
Q3 | $292M | Buy |
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|
2024
Q2 | $271M | Sell |
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|
2024
Q1 | $268M | Sell |
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|
2023
Q4 | $250M | Buy |
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|
2023
Q3 | $223M | Buy |
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|
2023
Q2 | $229M | Buy |
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|
2023
Q1 | $183M | Buy |
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|
2022
Q4 | $170M | Sell |
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|
2022
Q3 | $328M | Buy |
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|
2022
Q2 | $343M | Buy |
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|
2022
Q1 | $383M | Sell |
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|
2021
Q4 | $407M | Sell |
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|
2021
Q3 | $390M | Sell |
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|
2021
Q2 | $404M | Sell |
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|
2021
Q1 | $392M | Sell |
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|
2020
Q4 | $383M | Sell |
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|
2020
Q3 | $353M | Sell |
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|
2020
Q2 | $357M | Sell |
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|
2020
Q1 | $325M | Buy |
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|
2019
Q4 | $370M | Sell |
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|
2019
Q3 | $356M | Sell |
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|
2019
Q2 | $365M | Sell |
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|
2019
Q1 | $370M | Sell |
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|
2018
Q4 | $356M | Buy |
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|
2018
Q3 | $395M | Sell |
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|
2018
Q2 | $390M | Sell |
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|
2018
Q1 | $402M | Buy |
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|
2017
Q4 | $1.71M | Buy |
|