Carlton Hofferkamp & Jenks Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
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|
2025
Q1 | $4.51M | Buy |
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|
2024
Q4 | $4.42M | Buy |
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|
2024
Q3 | $3.34M | Buy |
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|
2024
Q2 | $2.75M | Buy |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $992K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $944K | Hold |
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|
2022
Q2 | $981K | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $963K | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $767K | Buy |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $481K | Buy |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $209K | Hold |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $212K | Sell |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $215K | Buy |
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