Black Diamond Financial’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 | $4.92M | Buy |
8,668
+260
| +3% | +$148K | 0.76% | 33 |
|
|
2025
Q1 | $4.32M | Buy |
8,408
+135
| +2% | +$69.4K | 0.65% | 37 |
|
|
2024
Q4 | $4.46M | Buy |
8,273
+1,770
| +27% | +$954K | 0.67% | 37 |
|
|
2024
Q3 | $3.43M | Buy |
6,503
+1,877
| +41% | +$990K | 0.58% | 37 |
|
|
2024
Q2 | $2.31M | Buy |
4,626
+10
| +0.2% | +$5K | 0.45% | 44 |
|
|
2024
Q1 | $2.02M | Hold |
4,616
| – | – | 0.55% | 32 |
|
|
2023
Q4 | $2.02M | Buy |
4,616
+30
| +0.7% | +$13.1K | 0.55% | 32 |
|
|
2023
Q3 | $1.8M | Sell |
4,586
-5
| -0.1% | -$1.96K | 0.55% | 34 |
|
|
2023
Q2 | $1.87M | Sell |
4,591
-10
| -0.2% | -$4.07K | 0.55% | 33 |
|
|
2023
Q1 | $1.73M | Sell |
4,601
-23
| -0.5% | -$8.65K | 0.57% | 33 |
|
|
2022
Q4 | $1.62M | Buy |
4,624
+650
| +16% | +$228K | 0.59% | 33 |
|
|
2022
Q3 | $1.31M | Sell |
3,974
-226
| -5% | -$74.2K | 0.53% | 35 |
|
|
2022
Q2 | $1.46M | Buy |
4,200
+614
| +17% | +$213K | 0.57% | 31 |
|
|
2022
Q1 | $1.49M | Sell |
3,586
-1,914
| -35% | -$795K | 0.47% | 36 |
|
|
2021
Q4 | $2.4M | Buy |
5,500
+2,766
| +101% | +$1.21M | 0.81% | 27 |
|
|
2021
Q3 | $1.08M | Sell |
2,734
-120
| -4% | -$47.3K | 0.52% | 32 |
|
|
2021
Q2 | $1.12M | Buy |
2,854
+212
| +8% | +$83.4K | 0.44% | 35 |
|
|
2021
Q1 | $962K | Sell |
2,642
-604
| -19% | -$220K | 0.41% | 36 |
|
|
2020
Q4 | $1.12M | Buy |
3,246
+1,104
| +52% | +$380K | 0.51% | 34 |
|
|
2020
Q3 | $659K | Buy |
2,142
+715
| +50% | +$220K | 0.37% | 38 |
|
|
2020
Q2 | $404K | Buy |
1,427
+74
| +5% | +$21K | 0.26% | 46 |
|
|
2020
Q1 | $320K | Sell |
1,353
-3,573
| -73% | -$845K | 0.24% | 51 |
|
|
2019
Q4 | $1.46M | Sell |
4,926
-463
| -9% | -$137K | 1.06% | 28 |
|
|
2019
Q3 | $1.47M | Buy |
5,389
+821
| +18% | +$224K | 1.08% | 27 |
|
|
2019
Q2 | $1.23M | Hold |
4,568
| – | – | 1.05% | 29 |
|
|
2019
Q1 | $1.19M | Sell |
4,568
-349
| -7% | -$90.6K | 1.06% | 29 |
|
|
2018
Q4 | $1.12M | Buy |
+4,917
| New | +$1.12M | 0.88% | 31 |
|