Appleton 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 | $742K | Buy |
1,307
+169
| +15% | +$95.9K | 0.05% | 153 |
|
|
2025
Q1 | $585K | Buy |
1,138
+224
| +25% | +$115K | 0.05% | 165 |
|
|
2024
Q4 | $493K | Buy |
914
+54
| +6% | +$29.1K | 0.04% | 177 |
|
|
2024
Q3 | $454K | Sell |
860
-31
| -3% | -$16.4K | 0.03% | 187 |
|
|
2024
Q2 | $445K | Hold |
891
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $428K | Buy |
891
+48
| +6% | +$23.1K | 0.03% | 202 |
|
|
2023
Q4 | $368K | Sell |
843
-203
| -19% | -$88.6K | 0.03% | 218 |
|
|
2023
Q3 | $411K | Buy |
1,046
+469
| +81% | +$184K | 0.04% | 206 |
|
|
2023
Q2 | $235K | Sell |
577
-11
| -2% | -$4.48K | 0.02% | 276 |
|
|
2023
Q1 | $221K | Buy |
588
+11
| +2% | +$4.13K | 0.02% | 284 |
|
|
2022
Q4 | $203K | Buy |
+577
| New | +$203K | 0.02% | 294 |
|
|
2022
Q2 | – | Sell |
-563
| Closed | -$234K | – | 311 |
|
|
2022
Q1 | $234K | Buy |
563
+54
| +11% | +$22.4K | 0.02% | 287 |
|
|
2021
Q4 | $222K | Sell |
509
-185
| -27% | -$80.7K | 0.02% | 296 |
|
|
2021
Q3 | $274K | Sell |
694
-168
| -19% | -$66.3K | 0.02% | 257 |
|
|
2021
Q2 | $339K | Sell |
862
-77
| -8% | -$30.3K | 0.03% | 236 |
|
|
2021
Q1 | $342K | Sell |
939
-2
| -0.2% | -$728 | 0.03% | 230 |
|
|
2020
Q4 | $323K | Sell |
941
-85
| -8% | -$29.2K | 0.03% | 226 |
|
|
2020
Q3 | $316K | Buy |
1,026
+149
| +17% | +$45.9K | 0.03% | 218 |
|
|
2020
Q2 | $249K | Hold |
877
| – | – | 0.03% | 230 |
|
|
2020
Q1 | $208K | Sell |
877
-185
| -17% | -$43.9K | 0.03% | 250 |
|
|
2019
Q4 | $314K | Buy |
+1,062
| New | +$314K | 0.03% | 235 |
|
|
2018
Q1 | – | Sell |
-937
| Closed | -$230K | – | 270 |
|
|
2017
Q4 | $230K | Hold |
937
| – | – | 0.04% | 242 |
|
|
2017
Q3 | $216K | Sell |
937
-275
| -23% | -$63.4K | 0.04% | 227 |
|
|
2017
Q2 | $269K | Sell |
1,212
-545
| -31% | -$121K | 0.05% | 209 |
|
|
2017
Q1 | $380K | Buy |
+1,757
| New | +$380K | 0.07% | 179 |
|