Cooper Financial 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 | $2.13M | Sell |
3,757
-2,242
| -37% | -$1.27M | 0.25% | 71 |
|
|
2025
Q1 | $3.08M | Buy |
5,999
+2,000
| +50% | +$1.03M | 0.41% | 52 |
|
|
2024
Q4 | $2.15M | Buy |
3,999
+1,163
| +41% | +$627K | 0.26% | 66 |
|
|
2024
Q3 | $1.5M | Buy |
2,836
+138
| +5% | +$72.8K | 0.19% | 93 |
|
|
2024
Q2 | $1.35M | Buy |
2,698
+772
| +40% | +$386K | 0.2% | 93 |
|
|
2024
Q1 | $926K | Buy |
1,926
+436
| +29% | +$210K | 0.15% | 130 |
|
|
2023
Q4 | $651K | Buy |
1,490
+53
| +4% | +$23.2K | 0.12% | 167 |
|
|
2023
Q3 | $564K | Sell |
1,437
-304
| -17% | -$119K | 0.14% | 174 |
|
|
2023
Q2 | $709K | Sell |
1,741
-106
| -6% | -$43.2K | 0.18% | 137 |
|
|
2023
Q1 | $695K | Buy |
1,847
+205
| +12% | +$77.1K | 0.19% | 130 |
|
|
2022
Q4 | $577K | Sell |
1,642
-265
| -14% | -$93.1K | 0.18% | 132 |
|
|
2022
Q3 | $626K | Buy |
1,907
+547
| +40% | +$180K | 0.23% | 107 |
|
|
2022
Q2 | $472K | Sell |
1,360
-35
| -3% | -$12.1K | 0.17% | 132 |
|
|
2022
Q1 | $579K | Buy |
1,395
+524
| +60% | +$217K | 0.22% | 106 |
|
|
2021
Q4 | $380K | Sell |
871
-929
| -52% | -$405K | 0.14% | 149 |
|
|
2021
Q3 | $710K | Sell |
1,800
-11
| -0.6% | -$4.34K | 0.15% | 100 |
|
|
2021
Q2 | $713K | Sell |
1,811
-313
| -15% | -$123K | 0.15% | 96 |
|
|
2021
Q1 | $774K | Buy |
2,124
+667
| +46% | +$243K | 0.17% | 86 |
|
|
2020
Q4 | $501K | Buy |
1,457
+361
| +33% | +$124K | 0.1% | 152 |
|
|
2020
Q3 | $337K | Sell |
1,096
-832
| -43% | -$256K | 0.1% | 141 |
|
|
2020
Q2 | $546K | Sell |
1,928
-8
| -0.4% | -$2.27K | 0.18% | 80 |
|
|
2020
Q1 | $459K | Buy |
1,936
+1,017
| +111% | +$241K | 0.19% | 75 |
|
|
2019
Q4 | $272K | Buy |
919
+23
| +3% | +$6.81K | 0.11% | 118 |
|
|
2019
Q3 | $244K | Sell |
896
-41
| -4% | -$11.2K | 0.11% | 118 |
|
|
2019
Q2 | $252K | Sell |
937
-77
| -8% | -$20.7K | 0.12% | 106 |
|
|
2019
Q1 | $263K | Buy |
1,014
+99
| +11% | +$25.7K | 0.14% | 86 |
|
|
2018
Q4 | $210K | Buy |
+915
| New | +$210K | 0.14% | 96 |
|