Clifford 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 | $35.3M | Buy |
62,196
+2,520
| +4% | +$1.43M | 29.02% | 1 |
|
|
2025
Q1 | $30.7M | Buy |
59,676
+4,833
| +9% | +$2.48M | 28.65% | 1 |
|
|
2024
Q4 | $29.5M | Buy |
54,843
+1,805
| +3% | +$973K | 22.52% | 1 |
|
|
2024
Q3 | $28M | Buy |
53,038
+1,069
| +2% | +$564K | 21.76% | 1 |
|
|
2024
Q2 | $26M | Sell |
51,969
-1,263
| -2% | -$632K | 20.98% | 1 |
|
|
2024
Q1 | $25.6M | Buy |
53,232
+4,370
| +9% | +$2.1M | 21.13% | 1 |
|
|
2023
Q4 | $21.3M | Buy |
48,862
+4,224
| +9% | +$1.85M | 19.78% | 1 |
|
|
2023
Q3 | $17.5M | Buy |
44,638
+1,767
| +4% | +$694K | 19.01% | 1 |
|
|
2023
Q2 | $17.5M | Buy |
42,871
+1,971
| +5% | +$803K | 18.75% | 1 |
|
|
2023
Q1 | $15.4M | Buy |
40,900
+90
| +0.2% | +$33.8K | 18.65% | 1 |
|
|
2022
Q4 | $14.3M | Buy |
+40,810
| New | +$14.3M | 17.91% | 1 |
|