Accredited Investors’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 | $3.54M | Buy |
6,239
+843
| +16% | +$479K | 0.21% | 48 |
|
|
2025
Q1 | $2.77M | Buy |
5,396
+252
| +5% | +$130K | 0.17% | 50 |
|
|
2024
Q4 | $2.77M | Buy |
5,144
+59
| +1% | +$31.8K | 0.16% | 52 |
|
|
2024
Q3 | $2.68M | Buy |
5,085
+43
| +0.9% | +$22.7K | 0.15% | 54 |
|
|
2024
Q2 | $2.52M | Sell |
5,042
-141
| -3% | -$70.5K | 0.16% | 51 |
|
|
2024
Q1 | $2.49M | Buy |
5,183
+66
| +1% | +$31.7K | 0.16% | 56 |
|
|
2023
Q4 | $2.23M | Buy |
5,117
+105
| +2% | +$45.9K | 0.16% | 58 |
|
|
2023
Q3 | $1.97M | Buy |
5,012
+14
| +0.3% | +$5.5K | 0.15% | 53 |
|
|
2023
Q2 | $2.04M | Buy |
4,998
+1,657
| +50% | +$675K | 0.15% | 52 |
|
|
2023
Q1 | $1.26M | Buy |
3,341
+13
| +0.4% | +$4.89K | 0.1% | 67 |
|
|
2022
Q4 | $1.17M | Buy |
3,328
+192
| +6% | +$67.5K | 0.1% | 65 |
|
|
2022
Q3 | $1.03M | Buy |
3,136
+19
| +0.6% | +$6.24K | 0.12% | 65 |
|
|
2022
Q2 | $1.08M | Sell |
3,117
-104
| -3% | -$36.1K | 0.13% | 67 |
|
|
2022
Q1 | $1.34M | Buy |
3,221
+24
| +0.8% | +$9.96K | 0.12% | 63 |
|
|
2021
Q4 | $1.4M | Sell |
3,197
-4
| -0.1% | -$1.75K | 0.12% | 59 |
|
|
2021
Q3 | $1.26M | Hold |
3,201
| – | – | 0.14% | 56 |
|
|
2021
Q2 | $1.26M | Buy |
3,201
+340
| +12% | +$134K | 0.13% | 59 |
|
|
2021
Q1 | $1.04M | Buy |
+2,861
| New | +$1.04M | 0.14% | 65 |
|
|
2020
Q3 | – | Sell |
-1,035
| Closed | -$293K | – | 142 |
|
|
2020
Q2 | $293K | Sell |
1,035
-73
| -7% | -$20.7K | 0.06% | 108 |
|
|
2020
Q1 | $262K | Buy |
1,108
+36
| +3% | +$8.51K | 0.06% | 110 |
|
|
2019
Q4 | $317K | Hold |
1,072
| – | – | 0.05% | 107 |
|
|
2019
Q3 | $292K | Buy |
+1,072
| New | +$292K | 0.06% | 112 |
|
|
2019
Q2 | – | Sell |
-1,064
| Closed | -$276K | – | 141 |
|
|
2019
Q1 | $276K | Buy |
1,064
+83
| +8% | +$21.5K | 0.06% | 109 |
|
|
2018
Q4 | $225K | Sell |
981
-555
| -36% | -$127K | 0.05% | 112 |
|
|
2018
Q3 | $410K | Sell |
1,536
-165
| -10% | -$44K | 0.1% | 77 |
|
|
2018
Q2 | $424K | Buy |
+1,701
| New | +$424K | 0.11% | 72 |
|