Baker Boyer National Bank’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 | Sell |
3,563
-430
| -11% | -$244K | 0.7% | 14 |
|
|
2025
Q1 | $2.05M | Buy |
3,993
+585
| +17% | +$301K | 0.76% | 14 |
|
|
2024
Q4 | $1.84M | Buy |
3,408
+15
| +0.4% | +$8.08K | 0.63% | 18 |
|
|
2024
Q3 | $1.79M | Buy |
3,393
+88
| +3% | +$46.4K | 0.6% | 18 |
|
|
2024
Q2 | $1.65M | Buy |
3,305
+27
| +0.8% | +$13.5K | 0.58% | 18 |
|
|
2024
Q1 | $1.58M | Buy |
3,278
+30
| +0.9% | +$14.4K | 0.54% | 20 |
|
|
2023
Q4 | $1.42M | Sell |
3,248
-465
| -13% | -$203K | 0.52% | 21 |
|
|
2023
Q3 | $1.46M | Sell |
3,713
-2
| -0.1% | -$785 | 0.59% | 19 |
|
|
2023
Q2 | $1.51M | Sell |
3,715
-1,038
| -22% | -$423K | 0.56% | 18 |
|
|
2023
Q1 | $1.79M | Hold |
4,753
| – | – | 0.69% | 17 |
|
|
2022
Q4 | $1.67M | Buy |
4,753
+906
| +24% | +$318K | 0.7% | 17 |
|
|
2022
Q3 | $1.26M | Buy |
3,847
+4
| +0.1% | +$1.31K | 0.56% | 24 |
|
|
2022
Q2 | $1.33M | Buy |
3,843
+2,013
| +110% | +$698K | 0.68% | 23 |
|
|
2022
Q1 | $760K | Buy |
+1,830
| New | +$760K | 0.37% | 35 |
|
|
2021
Q2 | $1.33M | Buy |
+3,843
| New | +$1.33M | 0.68% | 23 |
|