Callan Family Office’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 | $4.41M | Buy |
7,766
+280
| +4% | +$159K | 0.14% | 167 |
|
|
2025
Q1 | $3.85M | Sell |
7,486
-58
| -0.8% | -$29.8K | 0.29% | 78 |
|
|
2024
Q4 | $4.06M | Sell |
7,544
-1,260
| -14% | -$679K | 0.26% | 76 |
|
|
2024
Q3 | $4.65M | Buy |
8,804
+45
| +0.5% | +$23.7K | 0.78% | 29 |
|
|
2024
Q2 | $4.38M | Buy |
8,759
+485
| +6% | +$243K | 0.84% | 27 |
|
|
2024
Q1 | $3.98M | Sell |
8,274
-166
| -2% | -$79.8K | 0.93% | 25 |
|
|
2023
Q4 | $3.69M | Sell |
8,440
-500
| -6% | -$218K | 0.91% | 26 |
|
|
2023
Q3 | $3.51M | Buy |
8,940
+255
| +3% | +$100K | 0.93% | 24 |
|
|
2023
Q2 | $3.54M | Buy |
8,685
+1,850
| +27% | +$753K | 0.93% | 26 |
|
|
2023
Q1 | $2.57M | Buy |
6,835
+4,565
| +201% | +$1.72M | 0.62% | 29 |
|
|
2022
Q4 | $798K | Buy |
+2,270
| New | +$798K | 0.26% | 40 |
|