Briaud Financial Planning’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 | $82K | Hold |
145
| – | – | 0.03% | 74 |
|
|
2025
Q1 | $74K | Hold |
145
| – | – | 0.03% | 69 |
|
|
2024
Q4 | $78K | Buy |
145
+140
| +2,800% | +$75.3K | 0.03% | 62 |
|
|
2024
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 127 |
|
|
2024
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 128 |
|
|
2024
Q1 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 114 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$1K | – | 161 |
|
|
2023
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 156 |
|
|
2021
Q1 | – | Sell |
-344
| Closed | -$289 | – | 24 |
|
|
2020
Q4 | $289 | Buy |
+344
| New | +$289 | 0.18% | 14 |
|
|
2020
Q3 | – | Sell |
-841
| Closed | -$238K | – | 21 |
|
|
2020
Q2 | $238K | Buy |
+841
| New | +$238K | 0.18% | 15 |
|
|
2020
Q1 | – | Sell |
-845
| Closed | -$250K | – | 24 |
|
|
2019
Q4 | $250K | Buy |
+845
| New | +$250K | 0.25% | 17 |
|