Clear Creek Financial Management’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 | $5.8M | Buy |
10,204
+2,761
| +37% | +$1.57M | 0.55% | 36 |
|
|
2025
Q1 | $3.83M | Sell |
7,443
-140
| -2% | -$72K | 0.4% | 52 |
|
|
2024
Q4 | $4.09M | Sell |
7,583
-497
| -6% | -$268K | 0.44% | 46 |
|
|
2024
Q3 | $4.27M | Sell |
8,080
-72
| -0.9% | -$38K | 0.48% | 44 |
|
|
2024
Q2 | $4.08M | Sell |
8,152
-9
| -0.1% | -$4.51K | 0.49% | 41 |
|
|
2024
Q1 | $3.92M | Buy |
8,161
+760
| +10% | +$365K | 0.5% | 40 |
|
|
2023
Q4 | $3.23M | Sell |
7,401
-601
| -8% | -$263K | 0.51% | 38 |
|
|
2023
Q3 | $3.15M | Buy |
8,002
+782
| +11% | +$308K | 0.55% | 38 |
|
|
2023
Q2 | $2.94M | Buy |
7,220
+322
| +5% | +$131K | 0.51% | 49 |
|
|
2023
Q1 | $2.59M | Buy |
6,898
+957
| +16% | +$360K | 0.49% | 48 |
|
|
2022
Q4 | $2.09M | Sell |
5,941
-234
| -4% | -$82.2K | 0.46% | 53 |
|
|
2022
Q3 | $2.03M | Sell |
6,175
-281
| -4% | -$92.4K | 0.45% | 52 |
|
|
2022
Q2 | $2.24M | Sell |
6,456
-79
| -1% | -$27.5K | 0.47% | 49 |
|
|
2022
Q1 | $2.71M | Sell |
6,535
-244
| -4% | -$101K | 0.43% | 62 |
|
|
2021
Q4 | $2.96M | Sell |
6,779
-17
| -0.3% | -$7.42K | 0.45% | 54 |
|
|
2021
Q3 | $2.68M | Buy |
6,796
+341
| +5% | +$135K | 0.43% | 66 |
|
|
2021
Q2 | $2.54M | Buy |
+6,455
| New | +$2.54M | 0.39% | 78 |
|
|
2021
Q1 | – | Sell |
-13,725
| Closed | -$4.72M | – | 256 |
|
|
2020
Q4 | $4.72M | Sell |
13,725
-626,246
| -98% | -$215M | 0.91% | 29 |
|
|
2020
Q3 | $197M | Buy |
639,971
+625,463
| +4,311% | +$192M | 8.93% | 3 |
|
|
2020
Q2 | $4.13M | Buy |
14,508
+9,702
| +202% | +$2.76M | 1.07% | 23 |
|
|
2020
Q1 | $1.24M | Sell |
4,806
-63
| -1% | -$16.3K | 0.47% | 35 |
|
|
2019
Q4 | $1.47M | Buy |
4,869
+808
| +20% | +$243K | 0.58% | 29 |
|
|
2019
Q3 | $1.15M | Sell |
4,061
-1,147
| -22% | -$326K | 0.56% | 30 |
|
|
2019
Q2 | $1.41M | Buy |
+5,208
| New | +$1.41M | 0.6% | 28 |
|