Caldwell Sutter Capital’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 | $517K | Sell |
910
-269
| -23% | -$153K | 0.24% | 110 |
|
|
2025
Q1 | $606K | Buy |
1,179
+577
| +96% | +$297K | 0.29% | 95 |
|
|
2024
Q4 | $324K | Sell |
602
-41
| -6% | -$22.1K | 0.15% | 147 |
|
|
2024
Q3 | $339K | Sell |
643
-128
| -17% | -$67.5K | 0.16% | 142 |
|
|
2024
Q2 | $386K | Hold |
771
| – | – | 0.19% | 128 |
|
|
2024
Q1 | $371K | Hold |
771
| – | – | 0.18% | 134 |
|
|
2023
Q4 | $337K | Hold |
771
| – | – | 0.17% | 131 |
|
|
2023
Q3 | $303K | Hold |
771
| – | – | 0.17% | 134 |
|
|
2023
Q2 | $314K | Buy |
771
+449
| +139% | +$183K | 0.16% | 133 |
|
|
2023
Q1 | $121K | Buy |
322
+287
| +820% | +$108K | 0.09% | 172 |
|
|
2022
Q4 | $12.3K | Buy |
+35
| New | +$12.3K | 0.01% | 247 |
|