Cambridge Advisors’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 | $84.2M | Buy |
148,215
+4,021
| +3% | +$2.28M | 17.6% | 1 |
|
|
2025
Q1 | $74.1M | Buy |
144,194
+140
| +0.1% | +$71.9K | 16.23% | 1 |
|
|
2024
Q4 | $77.6M | Sell |
144,054
-6,465
| -4% | -$3.48M | 17.33% | 1 |
|
|
2024
Q3 | $79.4M | Sell |
150,519
-2,924
| -2% | -$1.54M | 17.35% | 1 |
|
|
2024
Q2 | $76.7M | Sell |
153,443
-2,278
| -1% | -$1.14M | 17.83% | 1 |
|
|
2024
Q1 | $74.9M | Sell |
155,721
-3,901
| -2% | -$1.88M | 17.65% | 1 |
|
|
2023
Q4 | $69.7M | Sell |
159,622
-2,421
| -1% | -$1.06M | 17.52% | 1 |
|
|
2023
Q3 | $63.6M | Sell |
162,043
-8,049
| -5% | -$3.16M | 17.09% | 1 |
|
|
2023
Q2 | $69.3M | Sell |
170,092
-3,720
| -2% | -$1.52M | 17.73% | 1 |
|
|
2023
Q1 | $65.4M | Buy |
173,812
+2,319
| +1% | +$872K | 16.73% | 1 |
|
|
2022
Q4 | $60.3M | Sell |
171,493
-2,688
| -2% | -$944K | 16.17% | 1 |
|
|
2022
Q3 | $57.2M | Buy |
174,181
+790
| +0.5% | +$259K | 16.39% | 1 |
|
|
2022
Q2 | $60.1M | Buy |
173,391
+5,090
| +3% | +$1.77M | 16.44% | 1 |
|
|
2022
Q1 | $69.9M | Sell |
168,301
-1,245
| -0.7% | -$517K | 16.65% | 1 |
|
|
2021
Q4 | $74M | Sell |
169,546
-6,646
| -4% | -$2.9M | 16.72% | 1 |
|
|
2021
Q3 | $69.5M | Sell |
176,192
-2,300
| -1% | -$907K | 16.93% | 1 |
|
|
2021
Q2 | $70.2M | Sell |
178,492
-4,860
| -3% | -$1.91M | 16.99% | 1 |
|
|
2021
Q1 | $66.8M | Hold |
183,352
| – | – | 17.07% | 1 |
|
|
2020
Q4 | $63M | Sell |
183,352
-5,607
| -3% | -$1.93M | 16.96% | 1 |
|
|
2020
Q3 | $58.1M | Sell |
188,959
-5,918
| -3% | -$1.82M | 17.12% | 1 |
|
|
2020
Q2 | $55.2M | Sell |
194,877
-525
| -0.3% | -$149K | 17.3% | 1 |
|
|
2020
Q1 | $46.3M | Buy |
195,402
+500
| +0.3% | +$118K | 16.86% | 1 |
|
|
2019
Q4 | $57.7M | Sell |
194,902
-4,930
| -2% | -$1.46M | 17.59% | 1 |
|
|
2019
Q3 | $54.5M | Sell |
199,832
-5,650
| -3% | -$1.54M | 17.97% | 1 |
|
|
2019
Q2 | $55.3M | Sell |
205,482
-2,930
| -1% | -$789K | 18.26% | 1 |
|
|
2019
Q1 | $54.1M | Hold |
208,412
| – | – | 18.42% | 1 |
|
|
2018
Q4 | $47.9M | Buy |
208,412
+2,200
| +1% | +$506K | 17.82% | 1 |
|
|
2018
Q3 | $55.1M | Sell |
206,212
-3,715
| -2% | -$992K | 18.6% | 1 |
|
|
2018
Q2 | $52.4M | Sell |
209,927
-2,300
| -1% | -$574K | 18.52% | 1 |
|
|
2018
Q1 | $51.4M | Buy |
212,227
+1,100
| +0.5% | +$266K | 18.42% | 1 |
|
|
2017
Q4 | $51.8M | Sell |
211,127
-5,500
| -3% | -$1.35M | 18.69% | 1 |
|
|
2017
Q3 | $50M | Hold |
216,627
| – | – | 19.22% | 1 |
|
|
2017
Q2 | $48.1M | Hold |
216,627
| – | – | 19.44% | 1 |
|
|
2017
Q1 | $46.9M | Sell |
216,627
-3,500
| -2% | -$757K | 19.33% | 1 |
|
|
2016
Q4 | $45.2M | Sell |
220,127
-3,968
| -2% | -$815K | 19.97% | 1 |
|
|
2016
Q3 | $44.5M | Hold |
224,095
| – | – | 19.7% | 1 |
|
|
2016
Q2 | $43.1M | Sell |
224,095
-750
| -0.3% | -$144K | 19.68% | 1 |
|
|
2016
Q1 | $42.4M | Buy |
224,845
+70,020
| +45% | +$13.2M | 19.68% | 1 |
|
|
2015
Q4 | $28.9M | Hold |
154,825
| – | – | 16.4% | 1 |
|
|
2015
Q3 | $27.2M | Hold |
154,825
| – | – | 16.07% | 1 |
|
|
2015
Q2 | $29.2M | Buy |
154,825
+12,000
| +8% | +$2.27M | 16.47% | 1 |
|
|
2015
Q1 | $27M | Buy |
142,825
+20,430
| +17% | +$3.87M | 15.69% | 1 |
|
|
2014
Q4 | $23.1M | Buy |
+122,395
| New | +$23.1M | 14.1% | 1 |
|