Clark Financial Services 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 | $23.6M | Sell |
41,469
-2,805
| -6% | -$1.59M | 14.48% | 1 |
|
|
2025
Q1 | $22.8M | Sell |
44,274
-4,942
| -10% | -$2.54M | 15.76% | 1 |
|
|
2024
Q4 | $26.5M | Buy |
49,216
+783
| +2% | +$422K | 20.28% | 1 |
|
|
2024
Q3 | $25.6M | Buy |
48,433
+211
| +0.4% | +$111K | 23.25% | 1 |
|
|
2024
Q2 | $24.1M | Buy |
48,222
+376
| +0.8% | +$188K | 25.43% | 1 |
|
|
2024
Q1 | $23M | Sell |
47,846
-118
| -0.2% | -$56.7K | 27.7% | 1 |
|
|
2023
Q4 | $21M | Sell |
47,964
-276
| -0.6% | -$121K | 26.85% | 1 |
|
|
2023
Q3 | $18.9M | Sell |
48,240
-126
| -0.3% | -$49.5K | 25.9% | 1 |
|
|
2023
Q2 | $19.7M | Buy |
48,366
+295
| +0.6% | +$120K | 26.6% | 1 |
|
|
2023
Q1 | $18.1M | Sell |
48,071
-911
| -2% | -$343K | 26.69% | 1 |
|
|
2022
Q4 | $17.2M | Buy |
48,982
+2,068
| +4% | +$727K | 19.77% | 2 |
|
|
2022
Q3 | $15.4M | Buy |
+46,914
| New | +$15.4M | 16.2% | 2 |
|
|
2022
Q1 | $20M | Sell |
48,115
-528
| -1% | -$219K | 14.65% | 2 |
|
|
2021
Q4 | $21.2M | Sell |
48,643
-2,601
| -5% | -$1.14M | 14.28% | 2 |
|
|
2021
Q3 | $20.2M | Buy |
51,244
+5,433
| +12% | +$2.14M | 15.56% | 1 |
|
|
2021
Q2 | $18M | Sell |
45,811
-2,789
| -6% | -$1.1M | 14.14% | 2 |
|
|
2021
Q1 | $17.7M | Buy |
+48,600
| New | +$17.7M | 14.99% | 1 |
|
|
2020
Q2 | $15.8M | Buy |
+45,601
| New | +$15.8M | 24.49% | 1 |
|