American Investment Services’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 | $5.33M | Sell |
9,375
-2,543
| -21% | -$1.44M | 1.36% | 23 |
|
|
2025
Q1 | $6.12M | Buy |
11,918
+814
| +7% | +$418K | 1.08% | 29 |
|
|
2024
Q4 | $5.98M | Buy |
11,104
+362
| +3% | +$195K | 1.06% | 27 |
|
|
2024
Q3 | $5.67M | Buy |
10,742
+539
| +5% | +$284K | 0.95% | 29 |
|
|
2024
Q2 | $5.1M | Buy |
10,203
+203
| +2% | +$102K | 0.9% | 32 |
|
|
2024
Q1 | $4.81M | Buy |
10,000
+455
| +5% | +$219K | 0.85% | 31 |
|
|
2023
Q4 | $4.17M | Buy |
9,545
+93
| +1% | +$40.6K | 0.79% | 33 |
|
|
2023
Q3 | $3.71M | Sell |
9,452
-255
| -3% | -$100K | 0.79% | 36 |
|
|
2023
Q2 | $3.95M | Buy |
9,707
+132
| +1% | +$53.8K | 0.8% | 33 |
|
|
2023
Q1 | $3.36M | Hold |
9,575
| – | – | 0.69% | 35 |
|
|
2022
Q4 | $3.36M | Buy |
9,575
+1,308
| +16% | +$460K | 0.69% | 35 |
|
|
2022
Q3 | $2.71M | Sell |
8,267
-273
| -3% | -$89.6K | 0.65% | 36 |
|
|
2022
Q2 | $2.96M | Buy |
8,540
+753
| +10% | +$261K | 0.68% | 32 |
|
|
2022
Q1 | $3.23M | Buy |
7,787
+104
| +1% | +$43.2K | 0.71% | 31 |
|
|
2021
Q4 | $3.35M | Sell |
7,683
-36
| -0.5% | -$15.7K | 0.73% | 32 |
|
|
2021
Q3 | $3.05M | Sell |
7,719
-39
| -0.5% | -$15.4K | 0.68% | 34 |
|
|
2021
Q2 | $3.05M | Buy |
7,758
+866
| +13% | +$341K | 0.7% | 33 |
|
|
2021
Q1 | $2.51M | Buy |
6,892
+2,179
| +46% | +$794K | 0.68% | 36 |
|
|
2020
Q4 | $1.62M | Buy |
4,713
+3,215
| +215% | +$1.11M | 0.49% | 38 |
|
|
2020
Q3 | $461K | Sell |
1,498
-4
| -0.3% | -$1.23K | 0.15% | 94 |
|
|
2020
Q2 | $426K | Sell |
1,502
-66
| -4% | -$18.7K | 0.15% | 96 |
|
|
2020
Q1 | $371K | Buy |
+1,568
| New | +$371K | 0.14% | 102 |
|