Courier 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 | $7.52M | Sell |
13,231
-3,301
| -20% | -$1.88M | 0.46% | 54 |
|
2025
Q1 | $8.5M | Sell |
16,532
-2,381
| -13% | -$1.22M | 0.56% | 42 |
|
2024
Q4 | $10.2M | Sell |
18,913
-2,444
| -11% | -$1.32M | 0.7% | 30 |
|
2024
Q3 | $11.3M | Buy |
21,357
+18,103
| +556% | +$9.55M | 0.77% | 27 |
|
2024
Q2 | $1.63M | Sell |
3,254
-24,633
| -88% | -$12.3M | 0.13% | 130 |
|
2024
Q1 | $13.4M | Buy |
27,887
+15,171
| +119% | +$7.29M | 0.97% | 22 |
|
2023
Q4 | $5.55M | Buy |
12,716
+423
| +3% | +$185K | 0.42% | 60 |
|
2023
Q3 | $4.83M | Sell |
12,293
-2,077
| -14% | -$816K | 0.4% | 60 |
|
2023
Q2 | $5.85M | Buy |
14,370
+12,772
| +799% | +$5.2M | 0.46% | 53 |
|
2023
Q1 | $601K | Hold |
1,598
| – | – | 0.07% | 159 |
|
2022
Q4 | $561K | Hold |
1,598
| – | – | 0.06% | 165 |
|
2022
Q3 | $525K | Sell |
1,598
-12
| -0.7% | -$3.94K | 0.07% | 165 |
|
2022
Q2 | $558K | Sell |
1,610
-31
| -2% | -$10.7K | 0.07% | 161 |
|
2022
Q1 | $681K | Sell |
1,641
-13
| -0.8% | -$5.4K | 0.07% | 154 |
|
2021
Q4 | $722K | Buy |
1,654
+2
| +0.1% | +$873 | 0.07% | 157 |
|
2021
Q3 | $652K | Sell |
1,652
-6
| -0.4% | -$2.37K | 0.06% | 164 |
|
2021
Q2 | $652K | Sell |
1,658
-204
| -11% | -$80.2K | 0.06% | 168 |
|
2021
Q1 | $678K | Sell |
1,862
-6
| -0.3% | -$2.19K | 0.07% | 158 |
|
2020
Q4 | $642K | Buy |
1,868
+294
| +19% | +$101K | 0.07% | 153 |
|
2020
Q3 | $506K | Hold |
1,574
| – | – | 0.06% | 161 |
|
2020
Q2 | $451K | Sell |
1,574
-158
| -9% | -$45.3K | 0.06% | 172 |
|
2020
Q1 | $435K | Sell |
1,732
-45
| -3% | -$11.3K | 0.06% | 156 |
|
2019
Q4 | $533K | Sell |
1,777
-222
| -11% | -$66.6K | 0.06% | 166 |
|
2019
Q3 | $533K | Sell |
1,999
-176
| -8% | -$46.9K | 0.07% | 160 |
|
2019
Q2 | $585K | Sell |
2,175
-25
| -1% | -$6.72K | 0.07% | 154 |
|
2019
Q1 | $571K | Sell |
2,200
-22
| -1% | -$5.71K | 0.07% | 152 |
|
2018
Q4 | $511K | Sell |
2,222
-152
| -6% | -$35K | 0.07% | 154 |
|
2018
Q3 | $634K | Sell |
2,374
-7,111
| -75% | -$1.9M | 0.08% | 157 |
|
2018
Q2 | $2.37M | Buy |
9,485
+7,055
| +290% | +$1.76M | 0.31% | 78 |
|
2018
Q1 | $588K | Sell |
2,430
-43
| -2% | -$10.4K | 0.08% | 149 |
|
2017
Q4 | $607K | Buy |
2,473
+143
| +6% | +$35.1K | 0.08% | 148 |
|
2017
Q3 | $538K | Sell |
2,330
-103
| -4% | -$23.8K | 0.08% | 144 |
|
2017
Q2 | $540K | Buy |
2,433
+39
| +2% | +$8.66K | 0.09% | 138 |
|
2017
Q1 | $518K | Sell |
2,394
-2
| -0.1% | -$433 | 0.09% | 139 |
|
2016
Q4 | $492K | Hold |
2,396
| – | – | 0.09% | 139 |
|
2016
Q3 | $476K | Buy |
2,396
+4
| +0.2% | +$795 | 0.09% | 146 |
|
2016
Q2 | $460K | Buy |
2,392
+605
| +34% | +$116K | 0.09% | 157 |
|
2016
Q1 | $337K | Hold |
1,787
| – | – | 0.07% | 195 |
|
2015
Q4 | $334K | Buy |
1,787
+20
| +1% | +$3.74K | 0.07% | 193 |
|
2015
Q3 | $310K | Buy |
1,767
+668
| +61% | +$117K | 0.07% | 197 |
|
2015
Q2 | $208K | Hold |
1,099
| – | – | 0.04% | 262 |
|
2015
Q1 | $208K | Buy |
+1,099
| New | +$208K | 0.04% | 261 |
|