Colony Family Offices’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 | $499K | Buy |
875
+42
| +5% | +$23.9K | 0.13% | 42 |
|
|
2025
Q1 | $428K | Hold |
833
| – | – | 0.13% | 43 |
|
|
2024
Q4 | $449K | Hold |
833
| – | – | 0.14% | 45 |
|
|
2024
Q3 | $441K | Hold |
833
| – | – | 0.14% | 44 |
|
|
2024
Q2 | $418K | Buy |
833
+161
| +24% | +$80.8K | 0.13% | 47 |
|
|
2024
Q1 | $323K | Hold |
672
| – | – | 0.1% | 54 |
|
|
2023
Q4 | $294K | Hold |
672
| – | – | 0.1% | 57 |
|
|
2023
Q3 | $265K | Hold |
672
| – | – | 0.11% | 32 |
|
|
2023
Q2 | $275K | Buy |
672
+69
| +11% | +$28.2K | 0.12% | 33 |
|
|
2023
Q1 | $227K | Sell |
603
-1,665
| -73% | -$626K | 0.09% | 75 |
|
|
2022
Q4 | $797K | Sell |
2,268
-3,285
| -59% | -$1.15M | 0.33% | 35 |
|
|
2022
Q3 | $1.83M | Buy |
5,553
+1,557
| +39% | +$513K | 0.79% | 20 |
|
|
2022
Q2 | $1.39M | Buy |
3,996
+2,095
| +110% | +$728K | 0.63% | 22 |
|
|
2022
Q1 | $789K | Buy |
+1,901
| New | +$789K | 0.38% | 20 |
|