Douglass Winthrop Advisors’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 | $5.52M | Sell |
9,711
-728
| -7% | -$414K | 0.1% | 73 |
|
|
2025
Q1 | $5.36M | Buy |
10,439
+782
| +8% | +$402K | 0.1% | 70 |
|
|
2024
Q4 | $5.2M | Buy |
9,657
+773
| +9% | +$417K | 0.1% | 72 |
|
|
2024
Q3 | $4.69M | Buy |
8,884
+22
| +0.2% | +$11.6K | 0.09% | 78 |
|
|
2024
Q2 | $4.43M | Sell |
8,862
-772
| -8% | -$386K | 0.09% | 76 |
|
|
2024
Q1 | $4.63M | Buy |
9,634
+4,824
| +100% | +$2.32M | 0.1% | 76 |
|
|
2023
Q4 | $2.1M | Buy |
4,810
+2,320
| +93% | +$1.01M | 0.05% | 93 |
|
|
2023
Q3 | $978K | Buy |
2,490
+10
| +0.4% | +$3.93K | 0.02% | 115 |
|
|
2023
Q2 | $1.01M | Hold |
2,480
| – | – | 0.02% | 118 |
|
|
2023
Q1 | $933K | Buy |
2,480
+10
| +0.4% | +$3.76K | 0.02% | 124 |
|
|
2022
Q4 | $868K | Buy |
2,470
+22
| +0.9% | +$7.73K | 0.02% | 129 |
|
|
2022
Q3 | $804K | Buy |
2,448
+10
| +0.4% | +$3.28K | 0.02% | 127 |
|
|
2022
Q2 | $846K | Hold |
2,438
| – | – | 0.02% | 132 |
|
|
2022
Q1 | $1.01M | Sell |
2,438
-98
| -4% | -$40.7K | 0.02% | 131 |
|
|
2021
Q4 | $1.11M | Buy |
2,536
+17
| +0.7% | +$7.42K | 0.02% | 129 |
|
|
2021
Q3 | $993K | Buy |
2,519
+82
| +3% | +$32.3K | 0.02% | 134 |
|
|
2021
Q2 | $959K | Buy |
2,437
+40
| +2% | +$15.7K | 0.02% | 141 |
|
|
2021
Q1 | $873K | Hold |
2,397
| – | – | 0.02% | 147 |
|
|
2020
Q4 | $824K | Buy |
2,397
+20
| +0.8% | +$6.88K | 0.02% | 142 |
|
|
2020
Q3 | $731K | Buy |
2,377
+12
| +0.5% | +$3.69K | 0.02% | 138 |
|
|
2020
Q2 | $670K | Hold |
2,365
| – | – | 0.03% | 140 |
|
|
2020
Q1 | $560K | Buy |
2,365
+312
| +15% | +$73.9K | 0.03% | 137 |
|
|
2019
Q4 | $607K | Buy |
2,053
+20
| +1% | +$5.91K | 0.02% | 168 |
|
|
2019
Q3 | $554K | Buy |
2,033
+10
| +0.5% | +$2.73K | 0.02% | 166 |
|
|
2019
Q2 | $545K | Sell |
2,023
-45
| -2% | -$12.1K | 0.02% | 167 |
|
|
2019
Q1 | $537K | Buy |
2,068
+236
| +13% | +$61.3K | 0.02% | 153 |
|
|
2018
Q4 | $421K | Buy |
1,832
+18
| +1% | +$4.14K | 0.02% | 174 |
|
|
2018
Q3 | $484K | Buy |
1,814
+8
| +0.4% | +$2.14K | 0.02% | 172 |
|
|
2018
Q2 | $451K | Sell |
1,806
-60
| -3% | -$15K | 0.02% | 201 |
|
|
2018
Q1 | $452K | Buy |
+1,866
| New | +$452K | 0.02% | 199 |
|