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