Boyd Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6M | Buy |
82,086
+22,688
| +38% | +$12.9M | 20.19% | 1 |
|
|
2025
Q1 | $30.5M | Sell |
59,398
-20,590
| -26% | -$10.6M | 15.21% | 2 |
|
|
2024
Q4 | $43.1M | Sell |
79,988
-4,867
| -6% | -$2.62M | 21.25% | 1 |
|
|
2024
Q3 | $44.8M | Buy |
84,855
+1,304
| +2% | +$688K | 22.68% | 1 |
|
|
2024
Q2 | $41.8M | Buy |
83,551
+1,575
| +2% | +$788K | 23.06% | 1 |
|
|
2024
Q1 | $39.4M | Buy |
81,976
+17,073
| +26% | +$8.21M | 22.51% | 1 |
|
|
2023
Q4 | $28.3M | Buy |
64,903
+15,516
| +31% | +$6.78M | 17.63% | 1 |
|
|
2023
Q3 | $19.4M | Buy |
49,387
+6,921
| +16% | +$2.72M | 13.03% | 2 |
|
|
2023
Q2 | $17.3M | Buy |
42,466
+678
| +2% | +$276K | 10.51% | 2 |
|
|
2023
Q1 | $15.7M | Buy |
41,788
+10,120
| +32% | +$3.81M | 10.91% | 3 |
|
|
2022
Q4 | $11.1M | Sell |
31,668
-2,949
| -9% | -$1.04M | 8.17% | 5 |
|
|
2022
Q3 | $11.4M | Buy |
34,617
+3,142
| +10% | +$1.03M | 9.09% | 3 |
|
|
2022
Q2 | $10.9M | Sell |
31,475
-6,234
| -17% | -$2.16M | 8.92% | 3 |
|
|
2022
Q1 | $15.7M | Sell |
37,709
-10,156
| -21% | -$4.22M | 11.71% | 3 |
|
|
2021
Q4 | $20.9M | Buy |
+47,865
| New | +$20.9M | 15.17% | 1 |
|