Badgley Phelps Wealth Managers’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 | $2.02M | Buy |
3,542
+203
| +6% | +$116K | 0.04% | 156 |
|
|
2025
Q1 | $1.72M | Sell |
3,339
-16
| -0.5% | -$8.22K | 0.04% | 156 |
|
|
2024
Q4 | $1.81M | Sell |
3,355
-1,152
| -26% | -$621K | 0.04% | 152 |
|
|
2024
Q3 | $2.39M | Sell |
4,507
-324
| -7% | -$172K | 0.06% | 141 |
|
|
2024
Q2 | $2.42M | Sell |
4,831
-337
| -7% | -$169K | 0.06% | 135 |
|
|
2024
Q1 | $2.48M | Buy |
5,168
+62
| +1% | +$29.8K | 0.06% | 130 |
|
|
2023
Q4 | $2.23M | Buy |
5,106
+366
| +8% | +$160K | 0.06% | 128 |
|
|
2023
Q3 | $1.86M | Sell |
4,740
-349
| -7% | -$137K | 0.06% | 128 |
|
|
2023
Q2 | $2.07M | Sell |
5,089
-156
| -3% | -$63.5K | 0.07% | 124 |
|
|
2023
Q1 | $1.97M | Sell |
5,245
-306
| -6% | -$115K | 0.07% | 117 |
|
|
2022
Q4 | $1.95M | Sell |
5,551
-118
| -2% | -$41.5K | 0.08% | 116 |
|
|
2022
Q3 | $1.86M | Sell |
5,669
-142
| -2% | -$46.6K | 0.08% | 115 |
|
|
2022
Q2 | $2.02M | Buy |
5,811
+725
| +14% | +$252K | 0.08% | 117 |
|
|
2022
Q1 | $2.11M | Sell |
5,086
-11
| -0.2% | -$4.57K | 0.07% | 119 |
|
|
2021
Q4 | $2.23M | Buy |
5,097
+92
| +2% | +$40.2K | 0.07% | 121 |
|
|
2021
Q3 | $1.97M | Buy |
+5,005
| New | +$1.97M | 0.07% | 119 |
|