DeDora Capital’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 | $14.1M | Sell |
24,814
-536
| -2% | -$304K | 3.68% | 7 |
|
|
2025
Q1 | $13M | Sell |
25,350
-1,193
| -4% | -$613K | 3.75% | 7 |
|
|
2024
Q4 | $14.3M | Sell |
26,543
-445
| -2% | -$240K | 3.92% | 8 |
|
|
2024
Q3 | $14.2M | Sell |
26,988
-199
| -0.7% | -$105K | 3.98% | 7 |
|
|
2024
Q2 | $13.6M | Buy |
27,187
+302
| +1% | +$151K | 4.18% | 7 |
|
|
2024
Q1 | $12.9M | Sell |
26,885
-2,510
| -9% | -$1.21M | 4.11% | 7 |
|
|
2023
Q4 | $12.8M | Sell |
29,395
-117
| -0.4% | -$51.1K | 4.51% | 5 |
|
|
2023
Q3 | $11.6M | Sell |
29,512
-185
| -0.6% | -$72.6K | 4.56% | 4 |
|
|
2023
Q2 | $12.1M | Sell |
29,697
-2,130
| -7% | -$867K | 4.69% | 4 |
|
|
2023
Q1 | $12M | Sell |
31,827
-1,288
| -4% | -$484K | 5.11% | 4 |
|
|
2022
Q4 | $11.6M | Sell |
33,115
-536
| -2% | -$188K | 5.52% | 3 |
|
|
2022
Q3 | $11M | Sell |
33,651
-1,315
| -4% | -$432K | 5.75% | 4 |
|
|
2022
Q2 | $12.1M | Sell |
34,966
-3,124
| -8% | -$1.08M | 6.11% | 3 |
|
|
2022
Q1 | $15.8M | Buy |
+38,090
| New | +$15.8M | 6.39% | 4 |
|
|
2021
Q4 | – | Sell |
-39,688
| Closed | -$15.7M | – | 109 |
|
|
2021
Q3 | $15.7M | Sell |
39,688
-1,357
| -3% | -$535K | 6.8% | 3 |
|
|
2021
Q2 | $16.2M | Sell |
41,045
-669
| -2% | -$263K | 7.04% | 3 |
|
|
2021
Q1 | $15.2M | Sell |
41,714
-685
| -2% | -$250K | 7.19% | 3 |
|
|
2020
Q4 | $14.6M | Sell |
42,399
-504
| -1% | -$173K | 7.19% | 3 |
|
|
2020
Q3 | $13.2M | Buy |
42,903
+9,191
| +27% | +$2.83M | 7.37% | 2 |
|
|
2020
Q2 | $9.56M | Buy |
+33,712
| New | +$9.56M | 5.76% | 4 |
|
|
2020
Q1 | – | Sell |
-282
| Closed | -$83K | – | 120 |
|
|
2019
Q4 | $83K | Buy |
+282
| New | +$83K | 0.05% | 98 |
|