Bay Rivers Group’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
$560K Buy
987
+4
+0.4% +$2.27K 0.26% 54
2025
Q1
$505K Sell
983
-56
-5% -$28.8K 0.26% 56
2024
Q4
$560K Sell
1,039
-41
-4% -$22.1K 0.27% 51
2024
Q3
$570K Hold
1,080
0.28% 50
2024
Q2
$540K Sell
1,080
-30
-3% -$15K 0.28% 47
2024
Q1
$533K Sell
1,110
-27
-2% -$13K 0.29% 50
2023
Q4
$496K Buy
1,137
+7
+0.6% +$3.06K 0.31% 49
2023
Q3
$444K Buy
1,130
+100
+10% +$39.3K 0.34% 48
2023
Q2
$419K Hold
1,030
0.31% 47
2023
Q1
$387K Hold
1,030
0.34% 47
2022
Q4
$362K Hold
1,030
0.37% 46
2022
Q3
$338K Buy
1,030
+6
+0.6% +$1.97K 0.34% 50
2022
Q2
$355K Sell
1,024
-109
-10% -$37.8K 0.32% 53
2022
Q1
$470K Sell
1,133
-30
-3% -$12.4K 0.34% 57
2021
Q4
$508K Sell
1,163
-59
-5% -$25.8K 0.31% 63
2021
Q3
$482K Buy
1,222
+25
+2% +$9.86K 0.33% 63
2021
Q2
$471K Sell
1,197
-7,866
-87% -$3.1M 0.33% 59
2021
Q1
$3.3M Buy
9,063
+20
+0.2% +$7.29K 2.57% 12
2020
Q4
$3.11M Sell
9,043
-4,264
-32% -$1.47M 2.6% 10
2020
Q3
$4.09M Sell
13,307
-566
-4% -$174K 3.85% 6
2020
Q2
$3.93M Buy
+13,873
New +$3.93M 4.07% 5