Allie Family Office’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 | $4.3M | Sell |
7,551
-442
| -6% | -$251K | 2.13% | 11 |
|
|
2025
Q1 | $4.11M | Sell |
7,993
-2,787
| -26% | -$1.43M | 2.24% | 10 |
|
|
2024
Q4 | $5.81M | Buy |
10,780
+100
| +0.9% | +$53.9K | 3.22% | 7 |
|
|
2024
Q3 | $5.64M | Sell |
10,680
-10
| -0.1% | -$5.29K | 3.04% | 8 |
|
|
2024
Q2 | $4.76M | Hold |
10,690
| – | – | 2.86% | 7 |
|
|
2024
Q1 | $5.14M | Hold |
10,690
| – | – | 3.03% | 8 |
|
|
2023
Q4 | $4.67M | Sell |
10,690
-2,007
| -16% | -$877K | 3.23% | 7 |
|
|
2023
Q3 | $4.99M | Sell |
12,697
-5,269
| -29% | -$2.07M | 4.04% | 6 |
|
|
2023
Q2 | $7.33M | Buy |
17,966
+998
| +6% | +$407K | 5.26% | 4 |
|
|
2023
Q1 | $6.38M | Buy |
16,968
+1,221
| +8% | +$459K | 4.77% | 4 |
|
|
2022
Q4 | $5.53M | Buy |
15,747
+2,264
| +17% | +$795K | 4.55% | 4 |
|
|
2022
Q3 | $4.43M | Buy |
13,483
+7,681
| +132% | +$2.52M | 3.81% | 5 |
|
|
2022
Q2 | $2.01M | Hold |
5,802
| – | – | 1.63% | 10 |
|
|
2022
Q1 | $2.41M | Hold |
5,802
| – | – | 1.85% | 12 |
|
|
2021
Q4 | $2.53M | Buy |
+5,802
| New | +$2.53M | 2% | 9 |
|