Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $717K | Sell |
1,332
-550
| -29% | -$296K | 0.02% | 219 |
|
|
2024
Q3 | $993K | Buy |
1,882
+238
| +14% | +$126K | 0.03% | 194 |
|
|
2024
Q2 | $822K | Sell |
1,644
-63
| -4% | -$31.5K | 0.03% | 205 |
|
|
2024
Q1 | $821K | Buy |
1,707
+61
| +4% | +$29.3K | 0.03% | 211 |
|
|
2023
Q4 | $719K | Buy |
1,646
+86
| +6% | +$37.6K | 0.02% | 214 |
|
|
2023
Q3 | $612K | Hold |
1,560
| – | – | 0.02% | 211 |
|
|
2023
Q2 | $635K | Sell |
1,560
-7
| -0.4% | -$2.85K | 0.02% | 219 |
|
|
2023
Q1 | $589K | Buy |
1,567
+647
| +70% | +$243K | 0.02% | 215 |
|
|
2022
Q4 | $323K | Buy |
920
+48
| +6% | +$16.9K | 0.01% | 262 |
|
|
2022
Q3 | $286K | Buy |
+872
| New | +$286K | 0.01% | 262 |
|
|
2020
Q3 | – | Sell |
-535
| Closed | -$152K | – | 270 |
|
|
2020
Q2 | $152K | Hold |
535
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $127K | Buy |
+535
| New | +$127K | 0.01% | 255 |
|
|
2018
Q4 | – | Sell |
-1,157
| Closed | -$309K | – | 272 |
|
|
2018
Q3 | $309K | Buy |
+1,157
| New | +$309K | 0.02% | 251 |
|