Country Club Bank’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 | $2.31M | Buy |
4,078
+407
| +11% | +$231K | 0.15% | 138 |
|
|
2025
Q1 | $1.88M | Buy |
3,671
+48
| +1% | +$24.5K | 0.13% | 150 |
|
|
2024
Q4 | $1.96M | Buy |
3,623
+43
| +1% | +$23.3K | 0.13% | 145 |
|
|
2024
Q3 | $1.88M | Hold |
3,580
| – | – | 0.13% | 150 |
|
|
2024
Q2 | $1.8M | Buy |
3,580
+3
| +0.1% | +$1.51K | 0.13% | 148 |
|
|
2024
Q1 | $1.72M | Buy |
3,577
+62
| +2% | +$29.8K | 0.12% | 146 |
|
|
2023
Q4 | $1.54M | Hold |
3,515
| – | – | 0.12% | 155 |
|
|
2023
Q3 | $1.38M | Hold |
3,515
| – | – | 0.11% | 152 |
|
|
2023
Q2 | $1.41M | Sell |
3,515
-50
| -1% | -$20.1K | 0.11% | 145 |
|
|
2023
Q1 | $1.32M | Sell |
3,565
-35
| -1% | -$13K | 0.11% | 152 |
|
|
2022
Q4 | $1.26M | Buy |
3,600
+1,552
| +76% | +$545K | 0.11% | 153 |
|
|
2022
Q3 | $683K | Buy |
2,048
+850
| +71% | +$283K | 0.07% | 188 |
|
|
2022
Q2 | $419K | Sell |
1,198
-72
| -6% | -$25.2K | 0.04% | 210 |
|
|
2022
Q1 | $535K | Buy |
+1,270
| New | +$535K | 0.05% | 188 |
|