Almanack Investment Partners’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 | $889K | Sell |
1,565
-1,261
| -45% | -$716K | 0.14% | 88 |
|
|
2025
Q1 | $1.45M | Sell |
2,826
-4,992
| -64% | -$2.57M | 0.29% | 39 |
|
|
2024
Q4 | $4.21M | Sell |
7,818
-31,463
| -80% | -$17M | 0.65% | 32 |
|
|
2024
Q3 | $20.7M | Buy |
39,281
+2,399
| +7% | +$1.27M | 3.26% | 7 |
|
|
2024
Q2 | $18.4M | Buy |
36,882
+3,530
| +11% | +$1.77M | 3.11% | 6 |
|
|
2024
Q1 | $16M | Buy |
33,352
+2,600
| +8% | +$1.25M | 2.73% | 6 |
|
|
2023
Q4 | $13.4M | Buy |
30,752
+7,716
| +33% | +$3.37M | 2.49% | 6 |
|
|
2023
Q3 | $9.05M | Buy |
23,036
+1,347
| +6% | +$529K | 1.75% | 9 |
|
|
2023
Q2 | $8.83M | Buy |
21,689
+33
| +0.2% | +$13.4K | 1.55% | 12 |
|
|
2023
Q1 | $8.14M | Buy |
21,656
+1,719
| +9% | +$646K | 1.61% | 12 |
|
|
2022
Q4 | $7M | Buy |
+19,937
| New | +$7M | 1.49% | 15 |
|
|
2022
Q3 | – | Sell |
-8,312
| Closed | -$2.9M | – | 956 |
|
|
2022
Q2 | $2.9M | Buy |
8,312
+1,304
| +19% | +$454K | 0.29% | 59 |
|
|
2022
Q1 | $2.91M | Buy |
+7,008
| New | +$2.91M | 0.25% | 68 |
|
|
2020
Q2 | – | Sell |
-1,800
| Closed | -$426K | – | 288 |
|
|
2020
Q1 | $426K | Buy |
+1,800
| New | +$426K | 0.09% | 142 |
|