D. Scott Neal’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 | $583K | Buy |
1,026
+109
| +12% | +$61.9K | 0.29% | 28 |
|
|
2025
Q1 | $471K | Hold |
917
| – | – | 0.26% | 31 |
|
|
2024
Q4 | $494K | Hold |
917
| – | – | 0.27% | 32 |
|
|
2024
Q3 | $485K | Hold |
917
| – | – | 0.26% | 34 |
|
|
2024
Q2 | $460K | Hold |
917
| – | – | 0.26% | 39 |
|
|
2024
Q1 | $441K | Sell |
917
-52
| -5% | -$25K | 0.29% | 41 |
|
|
2023
Q4 | $423K | Sell |
969
-45
| -4% | -$19.7K | 0.38% | 35 |
|
|
2023
Q3 | $400K | Sell |
1,014
-3
| -0.3% | -$1.18K | 0.34% | 37 |
|
|
2023
Q2 | $414K | Sell |
1,017
-71
| -7% | -$28.9K | 0.31% | 38 |
|
|
2023
Q1 | $409K | Hold |
1,088
| – | – | 0.23% | 40 |
|
|
2022
Q4 | $382K | Hold |
1,088
| – | – | 0.19% | 39 |
|
|
2022
Q3 | $357K | Sell |
1,088
-200
| -16% | -$65.6K | 0.15% | 39 |
|
|
2022
Q2 | $447K | Hold |
1,288
| – | – | 0.19% | 34 |
|
|
2022
Q1 | $535K | Buy |
1,288
+425
| +49% | +$177K | 0.21% | 36 |
|
|
2021
Q4 | $377K | Buy |
+863
| New | +$377K | 0.14% | 45 |
|