Brighton Jones LLC’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 | $21.6M | Buy |
37,963
+1,783
| +5% | +$1.01M | 0.58% | 26 |
|
2025
Q1 | $18.6M | Buy |
36,180
+1,656
| +5% | +$851K | 0.6% | 28 |
|
2024
Q4 | $18.6M | Buy |
34,524
+2,112
| +7% | +$1.14M | 0.54% | 31 |
|
2024
Q3 | $17.1M | Sell |
32,412
-1,313
| -4% | -$693K | 0.64% | 29 |
|
2024
Q2 | $16.9M | Sell |
33,725
-375
| -1% | -$188K | 0.56% | 30 |
|
2024
Q1 | $16.4M | Buy |
34,100
+16,599
| +95% | +$7.98M | 0.59% | 29 |
|
2023
Q4 | $7.64M | Buy |
17,501
+220
| +1% | +$96.1K | 0.32% | 46 |
|
2023
Q3 | $6.79M | Buy |
17,281
+1,927
| +13% | +$757K | 0.34% | 46 |
|
2023
Q2 | $6.25M | Buy |
15,354
+909
| +6% | +$370K | 0.32% | 43 |
|
2023
Q1 | $5.43M | Buy |
14,445
+1,588
| +12% | +$597K | 0.31% | 46 |
|
2022
Q4 | $4.52M | Sell |
12,857
-287
| -2% | -$101K | 0.27% | 50 |
|
2022
Q3 | $4.32M | Buy |
13,144
+1,449
| +12% | +$476K | 0.25% | 45 |
|
2022
Q2 | $4.06M | Sell |
11,695
-270
| -2% | -$93.7K | 0.23% | 49 |
|
2022
Q1 | $4.97M | Buy |
11,965
+1,120
| +10% | +$465K | 0.23% | 47 |
|
2021
Q4 | $4.74M | Sell |
10,845
-390
| -3% | -$170K | 0.22% | 51 |
|
2021
Q3 | $4.43M | Buy |
11,235
+2,098
| +23% | +$827K | 0.23% | 49 |
|
2021
Q2 | $3.6M | Buy |
9,137
+771
| +9% | +$303K | 0.19% | 57 |
|
2021
Q1 | $3.05M | Buy |
8,366
+2,003
| +31% | +$730K | 0.18% | 56 |
|
2020
Q4 | $2.19M | Buy |
6,363
+700
| +12% | +$241K | 0.14% | 71 |
|
2020
Q3 | $1.74M | Buy |
5,663
+873
| +18% | +$269K | 0.12% | 73 |
|
2020
Q2 | $1.36M | Buy |
4,790
+29
| +0.6% | +$8.22K | 0.11% | 78 |
|
2020
Q1 | $1.13M | Sell |
4,761
-196
| -4% | -$46.4K | 0.12% | 85 |
|
2019
Q4 | $1.47M | Sell |
4,957
-294
| -6% | -$86.9K | 0.16% | 84 |
|
2019
Q3 | $1.43M | Buy |
5,251
+37
| +0.7% | +$10.1K | 0.17% | 79 |
|
2019
Q2 | $1.4M | Sell |
5,214
-370
| -7% | -$99.6K | 0.16% | 82 |
|
2019
Q1 | $1.45M | Buy |
5,584
+372
| +7% | +$96.5K | 0.18% | 78 |
|
2018
Q4 | $1.2M | Sell |
5,212
-52
| -1% | -$12K | 0.17% | 79 |
|
2018
Q3 | $1.41M | Sell |
5,264
-589
| -10% | -$157K | 0.17% | 76 |
|
2018
Q2 | $1.46M | Buy |
5,853
+1,092
| +23% | +$272K | 0.19% | 69 |
|
2018
Q1 | $1.15M | Buy |
4,761
+549
| +13% | +$133K | 0.16% | 82 |
|
2017
Q4 | $1.03M | Sell |
4,212
-19
| -0.4% | -$4.66K | 0.13% | 89 |
|
2017
Q3 | $976K | Buy |
4,231
+2,277
| +117% | +$525K | 0.13% | 92 |
|
2017
Q2 | $434K | Buy |
+1,954
| New | +$434K | 0.06% | 154 |
|
2016
Q4 | – | Sell |
-1,807
| Closed | -$359K | – | 206 |
|
2016
Q3 | $359K | Buy |
+1,807
| New | +$359K | 0.06% | 164 |
|