Bill Few 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 | $3.93M | Sell |
6,916
-134
| -2% | -$76.1K | 1.11% | 23 |
|
2025
Q1 | $3.62M | Sell |
7,050
-70
| -1% | -$36K | 1.29% | 24 |
|
2024
Q4 | $3.84M | Buy |
7,120
+684
| +11% | +$369K | 1.35% | 22 |
|
2024
Q3 | $3.4M | Buy |
6,436
+274
| +4% | +$145K | 1.21% | 24 |
|
2024
Q2 | $3.08M | Buy |
6,162
+1,501
| +32% | +$751K | 1.18% | 24 |
|
2024
Q1 | $2.24M | Buy |
4,661
+829
| +22% | +$399K | 0.91% | 31 |
|
2023
Q4 | $1.67M | Buy |
3,832
+1,714
| +81% | +$749K | 0.76% | 35 |
|
2023
Q3 | $832K | Buy |
2,118
+291
| +16% | +$114K | 0.44% | 55 |
|
2023
Q2 | $744K | Buy |
1,827
+200
| +12% | +$81.5K | 0.38% | 57 |
|
2023
Q1 | $612K | Buy |
+1,627
| New | +$612K | 0.34% | 61 |
|
2022
Q2 | – | Sell |
-1,495
| Closed | -$621K | – | 126 |
|
2022
Q1 | $621K | Hold |
1,495
| – | – | 0.34% | 56 |
|
2021
Q4 | $653K | Buy |
+1,495
| New | +$653K | 0.34% | 55 |
|