Bridges Investment 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 | $16.7M | Sell |
29,366
-167
| -0.6% | -$94.9K | 0.23% | 74 |
|
|
2025
Q1 | $15.2M | Sell |
29,533
-64
| -0.2% | -$32.9K | 0.22% | 74 |
|
|
2024
Q4 | $15.9M | Buy |
29,597
+308
| +1% | +$166K | 0.22% | 74 |
|
|
2024
Q3 | $15.5M | Sell |
29,289
-214
| -0.7% | -$113K | 0.22% | 75 |
|
|
2024
Q2 | $14.8M | Buy |
29,503
+27,854
| +1,689% | +$13.9M | 0.22% | 73 |
|
|
2024
Q1 | $793K | Hold |
1,649
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $720K | Sell |
1,649
-209
| -11% | -$91.3K | 0.02% | 150 |
|
|
2023
Q3 | $730K | Sell |
1,858
-3,998
| -68% | -$1.57M | 0.03% | 145 |
|
|
2023
Q2 | $2.39M | Hold |
5,856
| – | – | 0.08% | 103 |
|
|
2023
Q1 | $2.2M | Hold |
5,856
| – | – | 0.08% | 107 |
|
|
2022
Q4 | $2.06M | Hold |
5,856
| – | – | 0.08% | 113 |
|
|
2022
Q3 | $1.92M | Hold |
5,856
| – | – | 0.07% | 118 |
|
|
2022
Q2 | $2.03M | Hold |
5,856
| – | – | 0.07% | 116 |
|
|
2022
Q1 | $2.43M | Buy |
5,856
+15
| +0.3% | +$6.23K | 0.08% | 114 |
|
|
2021
Q4 | $2.55M | Buy |
5,841
+5
| +0.1% | +$2.18K | 0.07% | 113 |
|
|
2021
Q3 | $2.3M | Sell |
5,836
-5
| -0.1% | -$1.97K | 0.07% | 118 |
|
|
2021
Q2 | $2.3M | Buy |
5,841
+10
| +0.2% | +$3.94K | 0.07% | 118 |
|
|
2021
Q1 | $2.12M | Buy |
5,831
+10
| +0.2% | +$3.64K | 0.06% | 115 |
|
|
2020
Q4 | $2M | Sell |
5,821
-204
| -3% | -$70.1K | 0.06% | 115 |
|
|
2020
Q3 | $1.85M | Buy |
6,025
+17
| +0.3% | +$5.23K | 0.06% | 116 |
|
|
2020
Q2 | $1.7M | Sell |
6,008
-1,239
| -17% | -$351K | 0.06% | 117 |
|
|
2020
Q1 | $1.72M | Buy |
7,247
+951
| +15% | +$225K | 0.08% | 115 |
|
|
2019
Q4 | $1.86M | Buy |
6,296
+200
| +3% | +$59.1K | 0.07% | 124 |
|
|
2019
Q3 | $1.66M | Hold |
6,096
| – | – | 0.06% | 144 |
|
|
2019
Q2 | $1.64M | Hold |
6,096
| – | – | 0.06% | 141 |
|
|
2019
Q1 | $1.58M | Buy |
6,096
+1,949
| +47% | +$506K | 0.06% | 146 |
|
|
2018
Q4 | $953K | Buy |
4,147
+75
| +2% | +$17.2K | 0.04% | 188 |
|
|
2018
Q3 | $1.09M | Buy |
4,072
+74
| +2% | +$19.8K | 0.05% | 165 |
|
|
2018
Q2 | $998K | Buy |
+3,998
| New | +$998K | 0.04% | 171 |
|