Anchor Investment Management’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 | $5.59M | Sell |
9,844
-437
| -4% | -$248K | 0.49% | 52 |
|
|
2025
Q1 | $5.28M | Sell |
10,281
-37
| -0.4% | -$19K | 0.49% | 54 |
|
|
2024
Q4 | $5.56M | Buy |
10,318
+147
| +1% | +$79.2K | 0.52% | 50 |
|
|
2024
Q3 | $5.37M | Buy |
10,171
+335
| +3% | +$177K | 0.51% | 51 |
|
|
2024
Q2 | $4.92M | Buy |
9,836
+301
| +3% | +$151K | 0.51% | 52 |
|
|
2024
Q1 | $4.58M | Sell |
9,535
-557
| -6% | -$268K | 0.48% | 55 |
|
|
2023
Q4 | $4.41M | Sell |
10,092
-346
| -3% | -$151K | 0.5% | 53 |
|
|
2023
Q3 | $4.1M | Sell |
10,438
-2,793
| -21% | -$1.1M | 0.54% | 48 |
|
|
2023
Q2 | $5.39M | Sell |
13,231
-179
| -1% | -$72.9K | 0.69% | 36 |
|
|
2023
Q1 | $5.04M | Buy |
13,410
+280
| +2% | +$105K | 0.69% | 37 |
|
|
2022
Q4 | $4.61M | Buy |
13,130
+344
| +3% | +$121K | 0.66% | 38 |
|
|
2022
Q3 | $4.2M | Buy |
12,786
+57
| +0.4% | +$18.7K | 0.65% | 40 |
|
|
2022
Q2 | $4.42M | Sell |
12,729
-263
| -2% | -$91.2K | 0.64% | 42 |
|
|
2022
Q1 | $5.39M | Sell |
12,992
-800
| -6% | -$332K | 0.68% | 36 |
|
|
2021
Q4 | $6.02M | Sell |
13,792
-4
| -0% | -$1.75K | 0.75% | 31 |
|
|
2021
Q3 | $5.44M | Buy |
13,796
+929
| +7% | +$366K | 0.76% | 32 |
|
|
2021
Q2 | $5.06M | Sell |
12,867
-66
| -0.5% | -$26K | 0.7% | 34 |
|
|
2021
Q1 | $4.71M | Sell |
12,933
-35
| -0.3% | -$12.8K | 0.72% | 34 |
|
|
2020
Q4 | $4.46M | Buy |
12,968
+121
| +0.9% | +$41.6K | 0.8% | 31 |
|
|
2020
Q3 | $3.95M | Buy |
12,847
+131
| +1% | +$40.3K | 0.8% | 31 |
|
|
2020
Q2 | $3.6M | Buy |
12,716
+68
| +0.5% | +$19.3K | 0.81% | 29 |
|
|
2020
Q1 | $3M | Sell |
12,648
-338
| -3% | -$80K | 0.77% | 32 |
|
|
2019
Q4 | $3.84M | Buy |
12,986
+197
| +2% | +$58.3K | 0.82% | 27 |
|
|
2019
Q3 | $3.49M | Sell |
12,789
-2,130
| -14% | -$581K | 0.8% | 27 |
|
|
2019
Q2 | $4.02M | Sell |
14,919
-306
| -2% | -$82.4K | 0.96% | 21 |
|
|
2019
Q1 | $3.95M | Sell |
15,225
-7,196
| -32% | -$1.87M | 0.99% | 19 |
|
|
2018
Q4 | $5.15M | Buy |
22,421
+771
| +4% | +$177K | 1.47% | 5 |
|
|
2018
Q3 | $5.78M | Sell |
21,650
-32
| -0.1% | -$8.55K | 1.32% | 8 |
|
|
2018
Q2 | $5.41M | Buy |
21,682
+284
| +1% | +$70.9K | 1.33% | 7 |
|
|
2018
Q1 | $5.18M | Buy |
21,398
+1,804
| +9% | +$437K | 1.36% | 5 |
|
|
2017
Q4 | $4.81M | Buy |
19,594
+5,887
| +43% | +$1.44M | 1.27% | 7 |
|
|
2017
Q3 | $3.16M | Buy |
13,707
+13,044
| +1,967% | +$3.01M | 0.93% | 17 |
|
|
2017
Q2 | $147K | Sell |
663
-65
| -9% | -$14.4K | 0.05% | 280 |
|
|
2017
Q1 | $157K | Buy |
728
+153
| +27% | +$33.1K | 0.05% | 264 |
|
|
2016
Q4 | $118K | Sell |
575
-60
| -9% | -$12.3K | 0.04% | 287 |
|
|
2016
Q3 | $126K | Buy |
635
+11
| +2% | +$2.19K | 0.05% | 268 |
|
|
2016
Q2 | $120K | Buy |
624
+20
| +3% | +$3.85K | 0.05% | 270 |
|
|
2016
Q1 | $114K | Buy |
+604
| New | +$114K | 0.05% | 270 |
|