World Investment 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 | $127M | Sell |
223,470
-2,105
| -0.9% | -$1.2M | 2.88% | 2 |
|
|
2025
Q1 | $116M | Sell |
225,575
-12,974
| -5% | -$6.67M | 3.01% | 2 |
|
|
2024
Q4 | $129M | Buy |
238,549
+18,528
| +8% | +$9.98M | 3.52% | 2 |
|
|
2024
Q3 | $116M | Buy |
220,021
+51,918
| +31% | +$27.4M | 3.64% | 2 |
|
|
2024
Q2 | $84.1M | Buy |
168,103
+165,490
| +6,333% | +$82.8M | 5.23% | 1 |
|
|
2024
Q1 | $1.26M | Sell |
2,613
-7,779
| -75% | -$3.74M | 0.18% | 117 |
|
|
2023
Q4 | $4.54M | Buy |
10,392
+1,713
| +20% | +$748K | 0.59% | 34 |
|
|
2023
Q3 | $3.42M | Buy |
8,679
+570
| +7% | +$225K | 0.68% | 31 |
|
|
2023
Q2 | $3.32M | Buy |
8,109
+82
| +1% | +$33.5K | 0.64% | 29 |
|
|
2023
Q1 | $3.02M | Buy |
8,027
+478
| +6% | +$180K | 0.63% | 32 |
|
|
2022
Q4 | $2.65M | Buy |
7,549
+716
| +10% | +$252K | 0.61% | 35 |
|
|
2022
Q3 | $2.25M | Sell |
6,833
-122
| -2% | -$40.2K | 0.54% | 37 |
|
|
2022
Q2 | $2.65M | Sell |
6,955
-212
| -3% | -$80.8K | 0.56% | 34 |
|
|
2022
Q1 | $2.98M | Buy |
7,167
+89
| +1% | +$36.9K | 0.62% | 31 |
|
|
2021
Q4 | $2.93M | Buy |
7,078
+792
| +13% | +$327K | 0.61% | 30 |
|
|
2021
Q3 | $2.49M | Buy |
6,286
+762
| +14% | +$301K | 0.56% | 32 |
|
|
2021
Q2 | $2.18M | Buy |
5,524
+797
| +17% | +$315K | 0.5% | 39 |
|
|
2021
Q1 | $1.78M | Sell |
4,727
-186
| -4% | -$70.2K | 0.43% | 45 |
|
|
2020
Q4 | $1.77M | Sell |
4,913
-193
| -4% | -$69.7K | 0.45% | 45 |
|
|
2020
Q3 | $1.58M | Buy |
5,106
+896
| +21% | +$277K | 0.54% | 37 |
|
|
2020
Q2 | $1.31M | Buy |
4,210
+1,514
| +56% | +$469K | 0.46% | 38 |
|
|
2020
Q1 | $638K | Sell |
2,696
-9,596
| -78% | -$2.27M | 0.3% | 53 |
|
|
2019
Q4 | $3.64M | Buy |
12,292
+10,308
| +520% | +$3.05M | 1.42% | 18 |
|
|
2019
Q3 | $543K | Buy |
1,984
+358
| +22% | +$98K | 0.23% | 59 |
|
|
2019
Q2 | $437K | Sell |
1,626
-88
| -5% | -$23.7K | 0.19% | 66 |
|
|
2019
Q1 | $445K | Sell |
1,714
-936
| -35% | -$243K | 0.2% | 64 |
|
|
2018
Q4 | $668K | Buy |
+2,650
| New | +$668K | 0.3% | 53 |
|