D.J. St. Germain’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 | $466K | Buy |
820
+316
| +63% | +$179K | 0.02% | 219 |
|
2025
Q1 | $259K | Hold |
504
| – | – | 0.01% | 255 |
|
2024
Q4 | $272K | Hold |
504
| – | – | 0.01% | 265 |
|
2024
Q3 | $266K | Buy |
504
+155
| +44% | +$81.8K | 0.01% | 247 |
|
2024
Q2 | $175K | Hold |
349
| – | – | 0.01% | 273 |
|
2024
Q1 | $168K | Sell |
349
-20
| -5% | -$9.61K | 0.01% | 277 |
|
2023
Q4 | $161K | Buy |
369
+20
| +6% | +$8.74K | 0.01% | 281 |
|
2023
Q3 | $137K | Hold |
349
| – | – | 0.01% | 269 |
|
2023
Q2 | $142K | Buy |
+349
| New | +$142K | 0.01% | 266 |
|