Visionary Wealth Advisors’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 | $15M | Buy |
26,410
+2,638
| +11% | +$1.5M | 0.77% | 32 |
|
|
2025
Q1 | $12.2M | Buy |
23,772
+3,050
| +15% | +$1.57M | 0.73% | 31 |
|
|
2024
Q4 | $11.2M | Buy |
20,722
+2,820
| +16% | +$1.52M | 0.65% | 38 |
|
|
2024
Q3 | $9.45M | Buy |
17,902
+1,412
| +9% | +$745K | 0.57% | 48 |
|
|
2024
Q2 | $8.25M | Sell |
16,490
-652
| -4% | -$326K | 0.54% | 54 |
|
|
2024
Q1 | $8.24M | Buy |
17,142
+42
| +0.2% | +$20.2K | 0.56% | 46 |
|
|
2023
Q4 | $7.47M | Buy |
17,100
+1,417
| +9% | +$619K | 0.55% | 45 |
|
|
2023
Q3 | $6.16M | Buy |
15,683
+1,444
| +10% | +$567K | 0.5% | 53 |
|
|
2023
Q2 | $5.8M | Buy |
14,239
+4,271
| +43% | +$1.74M | 0.46% | 64 |
|
|
2023
Q1 | $3.75M | Buy |
9,968
+3,437
| +53% | +$1.29M | 0.32% | 82 |
|
|
2022
Q4 | $2.29M | Sell |
6,531
-1,887
| -22% | -$663K | 0.21% | 107 |
|
|
2022
Q3 | $2.76M | Sell |
8,418
-1,464
| -15% | -$481K | 0.29% | 94 |
|
|
2022
Q2 | $3.43M | Sell |
9,882
-1,190
| -11% | -$413K | 0.31% | 87 |
|
|
2022
Q1 | $4.6M | Sell |
11,072
-342
| -3% | -$142K | 0.37% | 75 |
|
|
2021
Q4 | $4.98M | Buy |
11,414
+257
| +2% | +$112K | 0.41% | 61 |
|
|
2021
Q3 | $4.4M | Buy |
11,157
+3,820
| +52% | +$1.51M | 0.45% | 55 |
|
|
2021
Q2 | $2.89M | Sell |
7,337
-15,322
| -68% | -$6.03M | 0.29% | 83 |
|
|
2021
Q1 | $8.26M | Sell |
22,659
-721
| -3% | -$263K | 0.87% | 29 |
|
|
2020
Q4 | $8.04M | Buy |
23,380
+9,281
| +66% | +$3.19M | 0.9% | 29 |
|
|
2020
Q3 | $4.34M | Buy |
14,099
+1,518
| +12% | +$467K | 0.61% | 42 |
|
|
2020
Q2 | $3.57M | Buy |
12,581
+201
| +2% | +$57K | 0.54% | 45 |
|
|
2020
Q1 | $2.93M | Sell |
12,380
-13,701
| -53% | -$3.24M | 0.55% | 57 |
|
|
2019
Q4 | $7.72M | Buy |
+26,081
| New | +$7.72M | 1.38% | 20 |
|