CFFP
Center for Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304M | Buy |
534,508
+3,801
| +0.7% | +$2.16M | 34.82% | 1 |
|
|
2025
Q1 | $273M | Buy |
530,707
+4,616
| +0.9% | +$2.37M | 34.85% | 1 |
|
|
2024
Q4 | $283M | Sell |
526,091
-194
| -0% | -$105K | 37.83% | 1 |
|
|
2024
Q3 | $278M | Buy |
526,285
+973
| +0.2% | +$513K | 37.68% | 1 |
|
|
2024
Q2 | $263M | Buy |
525,312
+20,025
| +4% | +$10M | 37.98% | 1 |
|
|
2024
Q1 | $243M | Buy |
505,287
+55,181
| +12% | +$26.5M | 36.31% | 1 |
|
|
2023
Q4 | $197M | Buy |
450,106
+48,049
| +12% | +$21M | 36.13% | 1 |
|
|
2023
Q3 | $158M | Buy |
402,057
+6,294
| +2% | +$2.47M | 34.11% | 1 |
|
|
2023
Q2 | $161M | Buy |
395,763
+1,004
| +0.3% | +$409K | 33.83% | 1 |
|
|
2023
Q1 | $148M | Buy |
394,759
+4,025
| +1% | +$1.51M | 34.24% | 1 |
|
|
2022
Q4 | $137M | Buy |
390,734
+19,477
| +5% | +$6.84M | 33.37% | 1 |
|
|
2022
Q3 | $122M | Buy |
371,257
+3,412
| +0.9% | +$1.12M | 32.54% | 1 |
|
|
2022
Q2 | $128M | Sell |
367,845
-35,987
| -9% | -$12.5M | 32.42% | 1 |
|
|
2022
Q1 | $168M | Buy |
403,832
+29,281
| +8% | +$12.2M | 34.37% | 1 |
|
|
2021
Q4 | $164M | Buy |
374,551
+121,752
| +48% | +$53.2M | 33.49% | 1 |
|
|
2021
Q3 | $99.7M | Buy |
252,799
+31,082
| +14% | +$12.3M | 24.24% | 1 |
|
|
2021
Q2 | $87.3M | Buy |
221,717
+4,371
| +2% | +$1.72M | 21.48% | 1 |
|
|
2021
Q1 | $79.2M | Buy |
217,346
+10,828
| +5% | +$3.94M | 20.67% | 1 |
|
|
2020
Q4 | $71M | Buy |
206,518
+14,554
| +8% | +$5M | 20.11% | 1 |
|
|
2020
Q3 | $59.1M | Buy |
191,964
+31,787
| +20% | +$9.78M | 18.99% | 1 |
|
|
2020
Q2 | $45.4M | Buy |
160,177
+11,569
| +8% | +$3.28M | 15.86% | 2 |
|
|
2020
Q1 | $35.2M | Sell |
148,608
-1,681
| -1% | -$398K | 11.9% | 3 |
|
|
2019
Q4 | $44.5M | Buy |
+150,289
| New | +$44.5M | 11.14% | 4 |
|