Congress Asset 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 | $972K | Hold |
1,711
| – | – | 0.01% | 316 |
|
|
2025
Q1 | $879K | Buy |
1,711
+46
| +3% | +$23.6K | 0.01% | 310 |
|
|
2024
Q4 | $897K | Buy |
1,665
+211
| +15% | +$114K | 0.01% | 323 |
|
|
2024
Q3 | $767K | Sell |
1,454
-45
| -3% | -$23.7K | 0.01% | 310 |
|
|
2024
Q2 | $750K | Hold |
1,499
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $721K | Hold |
1,499
| – | – | 0.01% | 311 |
|
|
2023
Q4 | $655K | Buy |
1,499
+45
| +3% | +$19.7K | 0.01% | 334 |
|
|
2023
Q3 | $571K | Hold |
1,454
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $592K | Hold |
1,454
| – | – | 0.01% | 326 |
|
|
2023
Q1 | $547K | Hold |
1,454
| – | – | 0.01% | 324 |
|
|
2022
Q4 | $511K | Hold |
1,454
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $477K | Buy |
+1,454
| New | +$477K | 0.01% | 326 |
|