Copperleaf Capital’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 | $2.96M | Buy |
5,208
+390
| +8% | +$222K | 1.5% | 17 |
|
|
2025
Q1 | $2.48M | Buy |
4,818
+1,336
| +38% | +$687K | 1.48% | 16 |
|
|
2024
Q4 | $1.88M | Buy |
3,482
+147
| +4% | +$79.2K | 1.19% | 24 |
|
|
2024
Q3 | $1.76M | Sell |
3,335
-101
| -3% | -$53.3K | 1.35% | 24 |
|
|
2024
Q2 | $1.72M | Sell |
3,436
-546
| -14% | -$273K | 1.37% | 24 |
|
|
2024
Q1 | $1.91M | Sell |
3,982
-731
| -16% | -$351K | 1.66% | 16 |
|
|
2023
Q4 | $2.06M | Sell |
4,713
-69
| -1% | -$30.1K | 2.1% | 12 |
|
|
2023
Q3 | $1.88M | Buy |
4,782
+44
| +0.9% | +$17.3K | 2.03% | 12 |
|
|
2023
Q2 | $1.93M | Sell |
4,738
-658
| -12% | -$268K | 1.81% | 14 |
|
|
2023
Q1 | $2.03M | Buy |
5,396
+3,006
| +126% | +$1.13M | 2.02% | 14 |
|
|
2022
Q4 | $840K | Buy |
2,390
+1,157
| +94% | +$406K | 0.97% | 32 |
|
|
2022
Q3 | $405K | Buy |
1,233
+18
| +1% | +$5.91K | 0.44% | 55 |
|
|
2022
Q2 | $422K | Buy |
1,215
+176
| +17% | +$61.1K | 0.43% | 51 |
|
|
2022
Q1 | $432K | Buy |
+1,039
| New | +$432K | 0.38% | 52 |
|