CFO4Life Group’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 | $82.3M | Buy |
144,877
+3,256
| +2% | +$1.85M | 12.87% | 1 |
|
|
2025
Q1 | $72.8M | Buy |
141,621
+54,524
| +63% | +$28M | 12.25% | 1 |
|
|
2024
Q4 | $46.9M | Sell |
87,097
-487
| -0.6% | -$262K | 8.24% | 1 |
|
|
2024
Q3 | $46.2M | Sell |
87,584
-164
| -0.2% | -$86.5K | 8.18% | 1 |
|
|
2024
Q2 | $43.9M | Buy |
87,748
+463
| +0.5% | +$232K | 8.25% | 2 |
|
|
2024
Q1 | $42M | Buy |
87,285
+1,963
| +2% | +$944K | 7.61% | 2 |
|
|
2023
Q4 | $37.3M | Buy |
85,322
+1,086
| +1% | +$474K | 7.12% | 2 |
|
|
2023
Q3 | $33.1M | Buy |
84,236
+2,282
| +3% | +$896K | 7.64% | 2 |
|
|
2023
Q2 | $33.4M | Sell |
81,954
-2,802
| -3% | -$1.14M | 7.16% | 2 |
|
|
2023
Q1 | $31.9M | Sell |
84,756
-34,382
| -29% | -$12.9M | 7.24% | 2 |
|
|
2022
Q4 | $41.9M | Sell |
119,138
-20,338
| -15% | -$7.15M | 8.9% | 2 |
|
|
2022
Q3 | $45.8M | Buy |
139,476
+4,788
| +4% | +$1.57M | 12.19% | 2 |
|
|
2022
Q2 | $47.3M | Buy |
134,688
+4,628
| +4% | +$1.62M | 11.74% | 2 |
|
|
2022
Q1 | $54M | Buy |
130,060
+6,115
| +5% | +$2.54M | 11.33% | 2 |
|
|
2021
Q4 | $54.1M | Buy |
123,945
+5,755
| +5% | +$2.51M | 11.19% | 2 |
|
|
2021
Q3 | $46.6M | Buy |
118,190
+5,173
| +5% | +$2.04M | 10.85% | 2 |
|
|
2021
Q2 | $44.5M | Buy |
113,017
+3,721
| +3% | +$1.46M | 10.27% | 2 |
|
|
2021
Q1 | $39.8M | Buy |
109,296
+41,468
| +61% | +$15.1M | 9.9% | 2 |
|
|
2020
Q4 | $23.3M | Buy |
67,828
+5,856
| +9% | +$2.01M | 6.69% | 2 |
|
|
2020
Q3 | $19.1M | Sell |
61,972
-4,656
| -7% | -$1.43M | 6.45% | 2 |
|
|
2020
Q2 | $18.9M | Buy |
66,628
+11,127
| +20% | +$3.15M | 7.26% | 2 |
|
|
2020
Q1 | $13.1M | Buy |
+55,501
| New | +$13.1M | 7.03% | 2 |
|