Aufman Associates’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 | $35.1M | Sell |
61,870
-521
| -0.8% | -$296K | 21.67% | 1 |
|
|
2025
Q1 | $32.1M | Sell |
62,391
-1,949
| -3% | -$1M | 22.04% | 2 |
|
|
2024
Q4 | $34.7M | Sell |
64,340
-1,334
| -2% | -$719K | 23.4% | 2 |
|
|
2024
Q3 | $34.7M | Sell |
65,674
-1,844
| -3% | -$973K | 22.28% | 2 |
|
|
2024
Q2 | $33.8M | Sell |
67,518
-1,997
| -3% | -$999K | 24.04% | 1 |
|
|
2024
Q1 | $33.4M | Sell |
69,515
-580
| -0.8% | -$279K | 23.53% | 2 |
|
|
2023
Q4 | $30.6M | Sell |
70,095
-336
| -0.5% | -$147K | 23.11% | 2 |
|
|
2023
Q3 | $27.7M | Sell |
70,431
-1,112
| -2% | -$437K | 23.2% | 2 |
|
|
2023
Q2 | $29.1M | Sell |
71,543
-1,232
| -2% | -$502K | 24.03% | 2 |
|
|
2023
Q1 | $27.4M | Buy |
72,775
+237
| +0.3% | +$89.1K | 23.29% | 2 |
|
|
2022
Q4 | $25.5M | Buy |
72,538
+2,819
| +4% | +$990K | 23.56% | 2 |
|
|
2022
Q3 | $22.9M | Sell |
69,719
-1,405
| -2% | -$461K | 24.09% | 2 |
|
|
2022
Q2 | $24.7M | Sell |
71,124
-400
| -0.6% | -$139K | 23.46% | 2 |
|
|
2022
Q1 | $29.7M | Buy |
71,524
+5,321
| +8% | +$2.21M | 23.39% | 2 |
|
|
2021
Q4 | $28.9M | Buy |
66,203
+1,494
| +2% | +$652K | 21.37% | 2 |
|
|
2021
Q3 | $25.5M | Buy |
64,709
+1,131
| +2% | +$446K | 20.99% | 2 |
|
|
2021
Q2 | $25M | Buy |
63,578
+407
| +0.6% | +$160K | 19.3% | 2 |
|
|
2021
Q1 | $23M | Buy |
63,171
+5,230
| +9% | +$1.91M | 19.16% | 2 |
|
|
2020
Q4 | $19.9M | Buy |
57,941
+966
| +2% | +$332K | 17.87% | 3 |
|
|
2020
Q3 | $17.5M | Buy |
56,975
+1,046
| +2% | +$322K | 18.84% | 3 |
|
|
2020
Q2 | $15.9M | Buy |
55,929
+2,332
| +4% | +$661K | 17.99% | 3 |
|
|
2020
Q1 | $12.7M | Buy |
53,597
+4,005
| +8% | +$948K | 17.51% | 3 |
|
|
2019
Q4 | $14.7M | Buy |
+49,592
| New | +$14.7M | 15.1% | 3 |
|