Coyle Financial Counsel’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 | $12.2M | Sell |
21,546
-137
| -0.6% | -$77.8K | 3.28% | 11 |
|
|
2025
Q1 | $11.1M | Sell |
21,683
-691
| -3% | -$355K | 3.4% | 11 |
|
|
2024
Q4 | $12.1M | Buy |
22,374
+1,246
| +6% | +$671K | 3.82% | 9 |
|
|
2024
Q3 | $10.6M | Buy |
21,128
+865
| +4% | +$433K | 3.69% | 9 |
|
|
2024
Q2 | $9.74M | Hold |
20,263
| – | – | 3.48% | 9 |
|
|
2024
Q1 | $9.74M | Buy |
20,263
+508
| +3% | +$244K | 3.48% | 9 |
|
|
2023
Q4 | $8.63M | Buy |
19,755
+1,114
| +6% | +$487K | 3.32% | 10 |
|
|
2023
Q3 | $7.32M | Sell |
18,641
-645
| -3% | -$253K | 3.07% | 10 |
|
|
2023
Q2 | $7.85M | Buy |
19,286
+235
| +1% | +$95.7K | 3.53% | 8 |
|
|
2023
Q1 | $7.16M | Buy |
19,051
+567
| +3% | +$213K | 3.3% | 8 |
|
|
2022
Q4 | $6.49M | Sell |
18,484
-542
| -3% | -$190K | 3.13% | 8 |
|
|
2022
Q3 | $6.25M | Sell |
19,026
-468
| -2% | -$154K | 4.15% | 7 |
|
|
2022
Q2 | $6.76M | Buy |
19,494
+71
| +0.4% | +$24.6K | 3.7% | 8 |
|
|
2022
Q1 | $8.06M | Buy |
19,423
+109
| +0.6% | +$45.3K | 4.3% | 6 |
|
|
2021
Q4 | $8.43M | Buy |
19,314
+112
| +0.6% | +$48.9K | 4.95% | 4 |
|
|
2021
Q3 | $7.57M | Buy |
19,202
+566
| +3% | +$223K | 4.43% | 6 |
|
|
2021
Q2 | $7.33M | Buy |
18,636
+2,534
| +16% | +$997K | 4.4% | 6 |
|
|
2021
Q1 | $5.87M | Sell |
16,102
-87
| -0.5% | -$31.7K | 4.07% | 7 |
|
|
2020
Q4 | $5.56M | Buy |
16,189
+480
| +3% | +$165K | 4.08% | 6 |
|
|
2020
Q3 | $4.83M | Buy |
15,709
+639
| +4% | +$197K | 4.04% | 6 |
|
|
2020
Q2 | $4.27M | Buy |
15,070
+1,001
| +7% | +$284K | 3.95% | 7 |
|
|
2020
Q1 | $3.33M | Sell |
14,069
-237
| -2% | -$56.1K | 4.16% | 7 |
|
|
2019
Q4 | $4.23M | Buy |
14,306
+101
| +0.7% | +$29.9K | 3.93% | 8 |
|
|
2019
Q3 | $3.87M | Sell |
14,205
-124
| -0.9% | -$33.8K | 3.93% | 7 |
|
|
2019
Q2 | $3.86M | Buy |
14,329
+201
| +1% | +$54.1K | 3.44% | 9 |
|
|
2019
Q1 | $3.67M | Buy |
14,128
+557
| +4% | +$145K | 3.54% | 9 |
|
|
2018
Q4 | $3.12M | Buy |
13,571
+727
| +6% | +$167K | 3.3% | 9 |
|
|
2018
Q3 | $3.43M | Buy |
12,844
+55
| +0.4% | +$14.7K | 3.81% | 8 |
|
|
2018
Q2 | $3.19M | Buy |
12,789
+372
| +3% | +$92.8K | 2.99% | 9 |
|
|
2018
Q1 | $3.01M | Buy |
+12,417
| New | +$3.01M | 3.12% | 11 |
|