Custos Family Office’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 | $5.68M | Sell |
9,993
-60
| -0.6% | -$34.1K | 1.81% | 18 |
|
2025
Q1 | $5.17M | Sell |
10,053
-76
| -0.8% | -$39.1K | 1.83% | 18 |
|
2024
Q4 | $5.46M | Buy |
10,129
+6
| +0.1% | +$3.23K | 1.91% | 18 |
|
2024
Q3 | $5.34M | Sell |
10,123
-277
| -3% | -$146K | 1.94% | 18 |
|
2024
Q2 | $5.2M | Buy |
10,400
+9,270
| +820% | +$4.64M | 2.08% | 17 |
|
2024
Q1 | $543K | Sell |
1,130
-202
| -15% | -$97.1K | 0.28% | 25 |
|
2023
Q4 | $582K | Sell |
1,332
-181
| -12% | -$79.1K | 0.3% | 25 |
|
2023
Q3 | $594K | Sell |
1,513
-3,733
| -71% | -$1.47M | 0.4% | 20 |
|
2023
Q2 | $2.14M | Sell |
5,246
-36
| -0.7% | -$14.7K | 1.38% | 13 |
|
2023
Q1 | $1.99M | Buy |
5,282
+69
| +1% | +$25.9K | 1.4% | 13 |
|
2022
Q4 | $1.83M | Buy |
5,213
+1,615
| +45% | +$567K | 1.46% | 17 |
|
2022
Q3 | $1.18M | Sell |
3,598
-783
| -18% | -$257K | 1.15% | 13 |
|
2022
Q2 | $1.52M | Sell |
4,381
-1,353
| -24% | -$469K | 1.36% | 13 |
|
2022
Q1 | $2.38M | Buy |
5,734
+3,136
| +121% | +$1.3M | 1.93% | 13 |
|
2021
Q4 | $1.13M | Buy |
+2,598
| New | +$1.13M | 1.02% | 13 |
|