Beck Mack & Oliver’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 | $1.42M | Hold |
2,505
| – | – | 0.03% | 93 |
|
|
2025
Q1 | $1.29M | Hold |
2,505
| – | – | 0.03% | 101 |
|
|
2024
Q4 | $1.35M | Sell |
2,505
-200
| -7% | -$108K | 0.03% | 94 |
|
|
2024
Q3 | $1.43M | Hold |
2,705
| – | – | 0.03% | 94 |
|
|
2024
Q2 | $1.35M | Hold |
2,705
| – | – | 0.03% | 95 |
|
|
2024
Q1 | $1.3M | Sell |
2,705
-156
| -5% | -$75K | 0.03% | 100 |
|
|
2023
Q4 | $1.25M | Sell |
2,861
-21
| -0.7% | -$9.17K | 0.03% | 99 |
|
|
2023
Q3 | $1.13M | Sell |
2,882
-94
| -3% | -$36.9K | 0.03% | 92 |
|
|
2023
Q2 | $1.21M | Sell |
2,976
-150
| -5% | -$61.1K | 0.03% | 94 |
|
|
2023
Q1 | $1.18M | Hold |
3,126
| – | – | 0.03% | 96 |
|
|
2022
Q4 | $1.1M | Sell |
3,126
-134
| -4% | -$47.1K | 0.03% | 102 |
|
|
2022
Q3 | $1.07M | Hold |
3,260
| – | – | 0.03% | 100 |
|
|
2022
Q2 | $1.13M | Sell |
3,260
-80
| -2% | -$27.8K | 0.03% | 100 |
|
|
2022
Q1 | $1.39M | Sell |
3,340
-202
| -6% | -$83.9K | 0.03% | 102 |
|
|
2021
Q4 | $1.55M | Sell |
3,542
-128
| -3% | -$55.9K | 0.04% | 100 |
|
|
2021
Q3 | $1.45M | Sell |
3,670
-25
| -0.7% | -$9.86K | 0.04% | 102 |
|
|
2021
Q2 | $1.45M | Sell |
3,695
-63
| -2% | -$24.8K | 0.04% | 98 |
|
|
2021
Q1 | $1.37M | Buy |
3,758
+63
| +2% | +$23K | 0.04% | 97 |
|
|
2020
Q4 | $1.27M | Hold |
3,695
| – | – | 0.04% | 99 |
|
|
2020
Q3 | $1.14M | Hold |
3,695
| – | – | 0.04% | 100 |
|
|
2020
Q2 | $1.05M | Hold |
3,695
| – | – | 0.04% | 101 |
|
|
2020
Q1 | $875K | Hold |
3,695
| – | – | 0.04% | 102 |
|
|
2019
Q4 | $1.09M | Sell |
3,695
-150
| -4% | -$44.4K | 0.04% | 111 |
|
|
2019
Q3 | $1.05M | Sell |
3,845
-35
| -0.9% | -$9.54K | 0.04% | 106 |
|
|
2019
Q2 | $1.04M | Hold |
3,880
| – | – | 0.04% | 105 |
|
|
2019
Q1 | $1.01M | Sell |
3,880
-103
| -3% | -$26.7K | 0.04% | 112 |
|
|
2018
Q4 | $915K | Hold |
3,983
| – | – | 0.04% | 119 |
|
|
2018
Q3 | $1.06M | Hold |
3,983
| – | – | 0.03% | 119 |
|
|
2018
Q2 | $994K | Hold |
3,983
| – | – | 0.03% | 121 |
|
|
2018
Q1 | $964K | Hold |
3,983
| – | – | 0.03% | 121 |
|
|
2017
Q4 | $977K | Sell |
3,983
-20
| -0.5% | -$4.91K | 0.03% | 122 |
|
|
2017
Q3 | $924K | Sell |
4,003
-60
| -1% | -$13.9K | 0.03% | 126 |
|
|
2017
Q2 | $902K | Hold |
4,063
| – | – | 0.03% | 120 |
|
|
2017
Q1 | $879K | Buy |
+4,063
| New | +$879K | 0.03% | 119 |
|