Cannell & Spears’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 | $10.7M | Sell |
18,885
-1,160
| -6% | -$659K | 0.22% | 95 |
|
|
2025
Q1 | $10.3M | Buy |
20,045
+305
| +2% | +$157K | 0.22% | 95 |
|
|
2024
Q4 | $10.6M | Buy |
19,740
+662
| +3% | +$357K | 0.22% | 97 |
|
|
2024
Q3 | $10.1M | Buy |
19,078
+2,126
| +13% | +$1.12M | 0.2% | 99 |
|
|
2024
Q2 | $8.48M | Buy |
16,952
+1,727
| +11% | +$864K | 0.18% | 98 |
|
|
2024
Q1 | $7.32M | Buy |
15,225
+5,626
| +59% | +$2.7M | 0.15% | 110 |
|
|
2023
Q4 | $4.19M | Buy |
9,599
+429
| +5% | +$187K | 0.33% | 40 |
|
|
2023
Q3 | $3.6M | Buy |
9,170
+58
| +0.6% | +$22.8K | 0.31% | 44 |
|
|
2023
Q2 | $3.71M | Buy |
9,112
+125
| +1% | +$50.9K | 0.3% | 44 |
|
|
2023
Q1 | $3.38M | Buy |
8,987
+998
| +12% | +$375K | 0.3% | 45 |
|
|
2022
Q4 | $2.81M | Sell |
7,989
-4,721
| -37% | -$1.66M | 0.27% | 47 |
|
|
2022
Q3 | $4.17M | Sell |
12,710
-3,155
| -20% | -$1.04M | 0.41% | 42 |
|
|
2022
Q2 | $5.5M | Buy |
15,865
+114
| +0.7% | +$39.5K | 0.5% | 34 |
|
|
2022
Q1 | $6.54M | Buy |
15,751
+650
| +4% | +$270K | 0.49% | 31 |
|
|
2021
Q4 | $6.59M | Sell |
15,101
-872
| -5% | -$381K | 0.44% | 38 |
|
|
2021
Q3 | $6.3M | Buy |
15,973
+6,455
| +68% | +$2.55M | 0.46% | 39 |
|
|
2021
Q2 | $3.75M | Buy |
9,518
+1,528
| +19% | +$601K | 0.27% | 58 |
|
|
2021
Q1 | $2.91M | Buy |
7,990
+825
| +12% | +$301K | 0.23% | 55 |
|
|
2020
Q4 | $2.46M | Buy |
7,165
+1,034
| +17% | +$355K | 0.21% | 60 |
|
|
2020
Q3 | $1.89M | Buy |
6,131
+2,801
| +84% | +$862K | 0.18% | 62 |
|
|
2020
Q2 | $944K | Sell |
3,330
-216
| -6% | -$61.2K | 0.1% | 84 |
|
|
2020
Q1 | $840K | Sell |
3,546
-3,359
| -49% | -$796K | 0.1% | 87 |
|
|
2019
Q4 | $2.04M | Buy |
6,905
+300
| +5% | +$88.7K | 0.22% | 40 |
|
|
2019
Q3 | $1.8M | Sell |
6,605
-695
| -10% | -$190K | 0.21% | 40 |
|
|
2019
Q2 | $1.97M | Buy |
7,300
+2,000
| +38% | +$538K | 0.23% | 38 |
|
|
2019
Q1 | $1.38M | Hold |
5,300
| – | – | 0.18% | 51 |
|
|
2018
Q4 | $1.22M | Buy |
5,300
+45
| +0.9% | +$10.3K | 0.18% | 52 |
|
|
2018
Q3 | $1.4M | Sell |
5,255
-480
| -8% | -$128K | 0.17% | 52 |
|
|
2018
Q2 | $1.43M | Buy |
5,735
+685
| +14% | +$171K | 0.19% | 49 |
|
|
2018
Q1 | $1.22M | Buy |
5,050
+940
| +23% | +$228K | 0.16% | 52 |
|
|
2017
Q4 | $1.01M | Buy |
4,110
+385
| +10% | +$94.4K | 0.12% | 63 |
|
|
2017
Q3 | $860K | Buy |
3,725
+460
| +14% | +$106K | 0.1% | 66 |
|
|
2017
Q2 | $725K | Buy |
3,265
+690
| +27% | +$153K | 0.09% | 68 |
|
|
2017
Q1 | $557K | Buy |
2,575
+575
| +29% | +$124K | 0.07% | 76 |
|
|
2016
Q4 | $411K | Hold |
2,000
| – | – | 0.05% | 92 |
|
|
2016
Q3 | $397K | Buy |
+2,000
| New | +$397K | 0.05% | 90 |
|