Creative Planning’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763M | Buy |
1,343,735
+22,428
| +2% | +$12.7M | 0.65% | 34 |
|
|
2025
Q1 | $679M | Buy |
1,321,307
+59,120
| +5% | +$30.4M | 0.64% | 34 |
|
|
2024
Q4 | $680M | Buy |
1,262,187
+7,713
| +0.6% | +$4.16M | 0.66% | 34 |
|
|
2024
Q3 | $662M | Sell |
1,254,474
-4,106
| -0.3% | -$2.17M | 0.66% | 33 |
|
|
2024
Q2 | $629M | Buy |
1,258,580
+34,911
| +3% | +$17.5M | 0.67% | 32 |
|
|
2024
Q1 | $588M | Buy |
1,223,669
+135,659
| +12% | +$65.2M | 0.65% | 32 |
|
|
2023
Q4 | $475M | Buy |
1,088,010
+179,723
| +20% | +$78.5M | 0.88% | 28 |
|
|
2023
Q3 | $357M | Buy |
908,287
+114,693
| +14% | +$45M | 0.48% | 36 |
|
|
2023
Q2 | $323M | Buy |
793,594
+7,812
| +1% | +$3.18M | 0.43% | 38 |
|
|
2023
Q1 | $296M | Buy |
785,782
+11,720
| +2% | +$4.41M | 0.43% | 37 |
|
|
2022
Q4 | $272M | Sell |
774,062
-39,401
| -5% | -$13.8M | 0.41% | 37 |
|
|
2022
Q3 | $267M | Sell |
813,463
-79,728
| -9% | -$26.2M | 0.46% | 36 |
|
|
2022
Q2 | $310M | Buy |
893,191
+277,680
| +45% | +$96.3M | 0.51% | 33 |
|
|
2022
Q1 | $256M | Buy |
615,511
+1,462
| +0.2% | +$607K | 0.4% | 38 |
|
|
2021
Q4 | $268M | Buy |
614,049
+153,401
| +33% | +$67M | 0.43% | 38 |
|
|
2021
Q3 | $182M | Buy |
460,648
+90,376
| +24% | +$35.6M | 0.32% | 43 |
|
|
2021
Q2 | $146M | Buy |
370,272
+65,582
| +22% | +$25.8M | 0.26% | 48 |
|
|
2021
Q1 | $111M | Buy |
304,690
+47,764
| +19% | +$17.4M | 0.22% | 49 |
|
|
2020
Q4 | $88.3M | Buy |
256,926
+71,789
| +39% | +$24.7M | 0.19% | 55 |
|
|
2020
Q3 | $57M | Buy |
185,137
+10,780
| +6% | +$3.32M | 0.15% | 65 |
|
|
2020
Q2 | $49.4M | Sell |
174,357
-8,663
| -5% | -$2.46M | 0.14% | 68 |
|
|
2020
Q1 | $43.3M | Buy |
183,020
+24,365
| +15% | +$5.77M | 0.15% | 59 |
|
|
2019
Q4 | $46.9M | Buy |
158,655
+30,563
| +24% | +$9.04M | 0.14% | 66 |
|
|
2019
Q3 | $34.9M | Sell |
128,092
-289
| -0.2% | -$78.8K | 0.11% | 78 |
|
|
2019
Q2 | $34.6M | Buy |
128,381
+17,723
| +16% | +$4.77M | 0.12% | 75 |
|
|
2019
Q1 | $28.7M | Buy |
110,658
+28,750
| +35% | +$7.46M | 0.1% | 82 |
|
|
2018
Q4 | $18.8M | Buy |
81,908
+4,020
| +5% | +$924K | 0.08% | 98 |
|
|
2018
Q3 | $20.8M | Buy |
77,888
+155
| +0.2% | +$41.4K | 0.08% | 98 |
|
|
2018
Q2 | $19.4M | Buy |
77,733
+5,623
| +8% | +$1.4M | 0.08% | 95 |
|
|
2018
Q1 | $17.5M | Buy |
72,110
+714
| +1% | +$173K | 0.07% | 97 |
|
|
2017
Q4 | $17.5M | Buy |
71,396
+9,641
| +16% | +$2.36M | 0.08% | 98 |
|
|
2017
Q3 | $14.3M | Buy |
61,755
+4,174
| +7% | +$963K | 0.07% | 115 |
|
|
2017
Q2 | $12.8M | Buy |
57,581
+159
| +0.3% | +$35.3K | 0.06% | 115 |
|
|
2017
Q1 | $12.4M | Buy |
57,422
+157
| +0.3% | +$34K | 0.07% | 108 |
|
|
2016
Q4 | $11.8M | Buy |
57,265
+14,011
| +32% | +$2.88M | 0.07% | 109 |
|
|
2016
Q3 | $8.59M | Buy |
43,254
+13,031
| +43% | +$2.59M | 0.05% | 137 |
|
|
2016
Q2 | $5.81M | Buy |
30,223
+2,326
| +8% | +$447K | 0.04% | 158 |
|
|
2016
Q1 | $5.26M | Buy |
27,897
+1,510
| +6% | +$285K | 0.04% | 157 |
|
|
2015
Q4 | $4.93M | Buy |
26,387
+7,607
| +41% | +$1.42M | 0.04% | 165 |
|
|
2015
Q3 | $3.3M | Buy |
18,780
+2,360
| +14% | +$415K | 0.03% | 208 |
|
|
2015
Q2 | $3.1M | Buy |
16,420
+8
| +0% | +$1.51K | 0.03% | 211 |
|
|
2015
Q1 | $3.11M | Sell |
16,412
-298
| -2% | -$56.4K | 0.03% | 202 |
|
|
2014
Q4 | $3.15M | Buy |
16,710
+4,279
| +34% | +$806K | 0.03% | 191 |
|
|
2014
Q3 | $2.25M | Buy |
12,431
+3,588
| +41% | +$648K | 0.03% | 222 |
|
|
2014
Q2 | $1.59M | Buy |
8,843
+3,669
| +71% | +$658K | 0.02% | 274 |
|
|
2014
Q1 | $887K | Buy |
5,174
+254
| +5% | +$43.5K | 0.01% | 408 |
|
|
2013
Q4 | $832K | Sell |
4,920
-2,447
| -33% | -$414K | 0.01% | 359 |
|
|
2013
Q3 | $567K | Sell |
7,367
-348
| -5% | -$26.8K | 0.01% | 414 |
|
|
2013
Q2 | $566K | Buy |
+7,715
| New | +$566K | 0.01% | 379 |
|