Blue Chip Partners’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 | $1.23M | Buy |
+2,167
| New | +$1.23M | 0.1% | 73 |
|
|
2024
Q4 | – | Sell |
-197
| Closed | -$104K | – | 208 |
|
|
2024
Q3 | $104K | Sell |
197
-25
| -11% | -$13.2K | 0.01% | 195 |
|
|
2024
Q2 | $111K | Buy |
+222
| New | +$111K | 0.01% | 176 |
|
|
2023
Q3 | – | Sell |
-268
| Closed | -$109K | – | 192 |
|
|
2023
Q2 | $109K | Buy |
+268
| New | +$109K | 0.01% | 180 |
|
|
2022
Q4 | – | Sell |
-350
| Closed | -$115K | – | 193 |
|
|
2022
Q3 | $115K | Hold |
350
| – | – | 0.02% | 152 |
|
|
2022
Q2 | $121K | Buy |
350
+1
| +0.3% | +$346 | 0.02% | 151 |
|
|
2022
Q1 | $145K | Sell |
349
-24
| -6% | -$9.97K | 0.02% | 154 |
|
|
2021
Q4 | $163K | Buy |
373
+21
| +6% | +$9.18K | 0.02% | 148 |
|
|
2021
Q3 | $139K | Buy |
352
+1
| +0.3% | +$395 | 0.02% | 147 |
|
|
2021
Q2 | $138K | Hold |
351
| – | – | 0.02% | 137 |
|
|
2021
Q1 | $128K | Buy |
+351
| New | +$128K | 0.02% | 141 |
|