Cannon Financial Strategists’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 | $2.21M | Hold |
3,895
| – | – | 0.35% | 23 |
|
|
2025
Q1 | $2M | Hold |
3,895
| – | – | 0.34% | 25 |
|
|
2024
Q4 | $2.1M | Sell |
3,895
-46
| -1% | -$24.8K | 0.36% | 24 |
|
|
2024
Q3 | $2.08M | Buy |
3,941
+1,891
| +92% | +$998K | 0.36% | 23 |
|
|
2024
Q2 | $1.03M | Sell |
2,050
-38
| -2% | -$19K | 0.2% | 39 |
|
|
2024
Q1 | $1M | Buy |
2,088
+84
| +4% | +$40.4K | 0.2% | 38 |
|
|
2023
Q4 | $875K | Hold |
2,004
| – | – | 0.19% | 40 |
|
|
2023
Q3 | $787K | Hold |
2,004
| – | – | 0.2% | 43 |
|
|
2023
Q2 | $816K | Buy |
2,004
+278
| +16% | +$113K | 0.22% | 44 |
|
|
2023
Q1 | $649K | Hold |
1,726
| – | – | 0.22% | 39 |
|
|
2022
Q4 | $606K | Sell |
1,726
-227
| -12% | -$79.8K | 0.22% | 40 |
|
|
2022
Q3 | $641K | Hold |
1,953
| – | – | 0.25% | 38 |
|
|
2022
Q2 | $677K | Sell |
1,953
-62
| -3% | -$21.5K | 0.26% | 39 |
|
|
2022
Q1 | $837K | Hold |
2,015
| – | – | 0.3% | 29 |
|
|
2021
Q4 | $880K | Buy |
2,015
+253
| +14% | +$110K | 0.32% | 29 |
|
|
2021
Q3 | $695K | Buy |
1,762
+29
| +2% | +$11.4K | 0.27% | 33 |
|
|
2021
Q2 | $682K | Buy |
1,733
+7
| +0.4% | +$2.76K | 0.27% | 32 |
|
|
2021
Q1 | $629K | Hold |
1,726
| – | – | 0.27% | 33 |
|
|
2020
Q4 | $593K | Hold |
1,726
| – | – | 0.29% | 32 |
|
|
2020
Q3 | $531K | Hold |
1,726
| – | – | 0.29% | 31 |
|
|
2020
Q2 | $489K | Buy |
+1,726
| New | +$489K | 0.29% | 32 |
|