Cooper/Haims Advisors’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 | $2.81M | Buy |
4,948
+175
| +4% | +$99.4K | 1.38% | 15 |
|
|
2025
Q1 | $2.45M | Buy |
4,773
+12
| +0.3% | +$6.17K | 1.33% | 16 |
|
|
2024
Q4 | $2.57M | Buy |
4,761
+21
| +0.4% | +$11.3K | 1.45% | 15 |
|
|
2024
Q3 | $2.5M | Sell |
4,740
-1,487
| -24% | -$785K | 1.38% | 14 |
|
|
2024
Q2 | $3.11M | Hold |
6,227
| – | – | 1.75% | 13 |
|
|
2024
Q1 | $2.99M | Buy |
6,227
+1,510
| +32% | +$726K | 1.74% | 13 |
|
|
2023
Q4 | $2.06M | Buy |
4,717
+27
| +0.6% | +$11.8K | 1.17% | 16 |
|
|
2023
Q3 | $1.84M | Buy |
4,690
+13
| +0.3% | +$5.11K | 1.43% | 12 |
|
|
2023
Q2 | $1.9M | Hold |
4,677
| – | – | 1.46% | 12 |
|
|
2023
Q1 | $1.76M | Buy |
4,677
+4
| +0.1% | +$1.5K | 1.41% | 13 |
|
|
2022
Q4 | $1.64M | Buy |
4,673
+223
| +5% | +$78.4K | 1.16% | 15 |
|
|
2022
Q3 | $1.46M | Buy |
4,450
+13
| +0.3% | +$4.27K | 1.21% | 15 |
|
|
2022
Q2 | $1.54M | Hold |
4,437
| – | – | 1.01% | 17 |
|
|
2022
Q1 | $1.84M | Sell |
4,437
-112
| -2% | -$46.5K | 1.2% | 18 |
|
|
2021
Q4 | $1.99M | Buy |
4,549
+145
| +3% | +$63.3K | 1.22% | 18 |
|
|
2021
Q3 | $1.74M | Buy |
4,404
+10
| +0.2% | +$3.94K | 1.05% | 17 |
|
|
2021
Q2 | $1.73M | Buy |
4,394
+11
| +0.3% | +$4.33K | 1.14% | 18 |
|
|
2021
Q1 | $1.6M | Sell |
4,383
-8
| -0.2% | -$2.92K | 1.13% | 16 |
|
|
2020
Q4 | $1.51M | Sell |
4,391
-11
| -0.2% | -$3.78K | 1.16% | 14 |
|
|
2020
Q3 | $1.35M | Sell |
4,402
-110
| -2% | -$33.8K | 1.12% | 13 |
|
|
2020
Q2 | $1.28M | Sell |
4,512
-78
| -2% | -$22.1K | 1.04% | 12 |
|
|
2020
Q1 | $1.09M | Buy |
4,590
+1,316
| +40% | +$312K | 0.95% | 11 |
|
|
2019
Q4 | $968K | Buy |
3,274
+5
| +0.2% | +$1.48K | 0.53% | 14 |
|
|
2019
Q3 | $891K | Sell |
3,269
-12
| -0.4% | -$3.27K | 0.54% | 13 |
|
|
2019
Q2 | $883K | Sell |
3,281
-91
| -3% | -$24.5K | 0.55% | 14 |
|
|
2019
Q1 | $875K | Sell |
3,372
-103
| -3% | -$26.7K | 0.56% | 14 |
|
|
2018
Q4 | $799K | Buy |
3,475
+2,486
| +251% | +$572K | 0.55% | 14 |
|
|
2018
Q3 | $264K | Sell |
989
-158
| -14% | -$42.2K | 0.18% | 45 |
|
|
2018
Q2 | $286K | Buy |
+1,147
| New | +$286K | 0.21% | 38 |
|