Diversified Portfolios Inc’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 | $2.01M | Buy |
3,538
+264
| +8% | +$150K | 0.19% | 66 |
|
|
2025
Q1 | $1.68M | Buy |
3,274
+251
| +8% | +$129K | 0.18% | 65 |
|
|
2024
Q4 | $1.63M | Buy |
3,023
+797
| +36% | +$429K | 0.18% | 64 |
|
|
2024
Q3 | $1.17M | Sell |
2,226
-11
| -0.5% | -$5.8K | 0.13% | 74 |
|
|
2024
Q2 | $1.12M | Buy |
2,237
+95
| +4% | +$47.5K | 0.15% | 74 |
|
|
2024
Q1 | $1.03M | Sell |
2,142
-40
| -2% | -$19.2K | 0.14% | 68 |
|
|
2023
Q4 | $953K | Buy |
2,182
+1
| +0% | +$437 | 0.15% | 68 |
|
|
2023
Q3 | $857K | Buy |
2,181
+710
| +48% | +$279K | 0.16% | 65 |
|
|
2023
Q2 | $599K | Sell |
1,471
-143
| -9% | -$58.3K | 0.12% | 77 |
|
|
2023
Q1 | $607K | Sell |
1,614
-87
| -5% | -$32.7K | 0.14% | 78 |
|
|
2022
Q4 | $598K | Buy |
1,701
+56
| +3% | +$19.7K | 0.14% | 80 |
|
|
2022
Q3 | $540K | Buy |
1,645
+10
| +0.6% | +$3.28K | 0.15% | 74 |
|
|
2022
Q2 | $567K | Hold |
1,635
| – | – | 0.16% | 67 |
|
|
2022
Q1 | $679K | Buy |
1,635
+21
| +1% | +$8.72K | 0.16% | 74 |
|
|
2021
Q4 | $705K | Buy |
1,614
+31
| +2% | +$13.5K | 0.17% | 67 |
|
|
2021
Q3 | $624K | Buy |
1,583
+23
| +1% | +$9.07K | 0.17% | 65 |
|
|
2021
Q2 | $614K | Sell |
1,560
-102
| -6% | -$40.1K | 0.23% | 55 |
|
|
2021
Q1 | $605K | Hold |
1,662
| – | – | 0.2% | 52 |
|
|
2020
Q4 | $571K | Buy |
1,662
+312
| +23% | +$107K | 0.2% | 47 |
|
|
2020
Q3 | $415K | Sell |
1,350
-35
| -3% | -$10.8K | 0.18% | 41 |
|
|
2020
Q2 | $393K | Buy |
1,385
+354
| +34% | +$100K | 0.19% | 41 |
|
|
2020
Q1 | $244K | Buy |
1,031
+104
| +11% | +$24.6K | 0.14% | 47 |
|
|
2019
Q4 | $274K | Hold |
927
| – | – | 0.13% | 49 |
|
|
2019
Q3 | $253K | Hold |
927
| – | – | 0.13% | 49 |
|
|
2019
Q2 | $250K | Hold |
927
| – | – | 0.14% | 45 |
|
|
2019
Q1 | $241K | Buy |
+927
| New | +$241K | 0.13% | 49 |
|
|
2018
Q4 | – | Sell |
-870
| Closed | -$232K | – | 50 |
|
|
2018
Q3 | $232K | Buy |
+870
| New | +$232K | 0.13% | 46 |
|
|
2017
Q4 | – | Sell |
-1,293
| Closed | -$298K | – | 56 |
|
|
2017
Q3 | $298K | Buy |
+1,293
| New | +$298K | 0.17% | 41 |
|