Boston Family Office’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 | $32.4M | Buy |
57,065
+2,073
| +4% | +$1.18M | 2.15% | 6 |
|
|
2025
Q1 | $28.3M | Buy |
54,992
+11,085
| +25% | +$5.7M | 2% | 9 |
|
|
2024
Q4 | $23.7M | Buy |
43,907
+14,141
| +48% | +$7.62M | 1.62% | 15 |
|
|
2024
Q3 | $15.7M | Buy |
29,766
+936
| +3% | +$494K | 1.06% | 30 |
|
|
2024
Q2 | $14.4M | Buy |
28,830
+16,798
| +140% | +$8.4M | 1.04% | 30 |
|
|
2024
Q1 | $5.78M | Buy |
12,032
+1,858
| +18% | +$893K | 0.42% | 67 |
|
|
2023
Q4 | $4.44M | Buy |
10,174
+2,893
| +40% | +$1.26M | 0.33% | 70 |
|
|
2023
Q3 | $2.86M | Buy |
7,281
+821
| +13% | +$322K | 0.23% | 82 |
|
|
2023
Q2 | $2.63M | Buy |
6,460
+442
| +7% | +$180K | 0.2% | 93 |
|
|
2023
Q1 | $2.26M | Buy |
6,018
+636
| +12% | +$239K | 0.18% | 104 |
|
|
2022
Q4 | $1.89M | Buy |
5,382
+986
| +22% | +$346K | 0.16% | 112 |
|
|
2022
Q3 | $1.44M | Sell |
4,396
-238
| -5% | -$78.2K | 0.13% | 119 |
|
|
2022
Q2 | $1.61M | Buy |
4,634
+399
| +9% | +$138K | 0.13% | 116 |
|
|
2022
Q1 | $1.76M | Buy |
4,235
+572
| +16% | +$237K | 0.13% | 118 |
|
|
2021
Q4 | $1.6M | Buy |
3,663
+127
| +4% | +$55.4K | 0.1% | 132 |
|
|
2021
Q3 | $1.4M | Buy |
3,536
+114
| +3% | +$45K | 0.1% | 136 |
|
|
2021
Q2 | $1.35M | Buy |
3,422
+563
| +20% | +$222K | 0.1% | 145 |
|
|
2021
Q1 | $1.04M | Sell |
2,859
-276
| -9% | -$100K | 0.08% | 160 |
|
|
2020
Q4 | $1.08M | Buy |
3,135
+559
| +22% | +$192K | 0.08% | 156 |
|
|
2020
Q3 | $793K | Buy |
2,576
+42
| +2% | +$12.9K | 0.07% | 163 |
|
|
2020
Q2 | $718K | Buy |
2,534
+585
| +30% | +$166K | 0.07% | 164 |
|
|
2020
Q1 | $462K | Buy |
1,949
+63
| +3% | +$14.9K | 0.05% | 174 |
|
|
2019
Q4 | $558K | Buy |
1,886
+32
| +2% | +$9.47K | 0.05% | 181 |
|
|
2019
Q3 | $505K | Hold |
1,854
| – | – | 0.05% | 187 |
|
|
2019
Q2 | $499K | Buy |
1,854
+310
| +20% | +$83.4K | 0.05% | 193 |
|
|
2019
Q1 | $401K | Buy |
1,544
+77
| +5% | +$20K | 0.04% | 210 |
|
|
2018
Q4 | $337K | Buy |
1,467
+208
| +17% | +$47.8K | 0.04% | 213 |
|
|
2018
Q3 | $336K | Buy |
1,259
+173
| +16% | +$46.2K | 0.04% | 228 |
|
|
2018
Q2 | $271K | Buy |
+1,086
| New | +$271K | 0.03% | 235 |
|