Drake & Associates’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 | $488K | Buy |
859
+84
| +11% | +$47.7K | 0.12% | 74 |
|
|
2025
Q1 | $398K | Buy |
775
+292
| +60% | +$150K | 0.11% | 73 |
|
|
2024
Q4 | $267K | Sell |
483
-40
| -8% | -$22.1K | 0.08% | 83 |
|
|
2024
Q3 | $276K | Buy |
+523
| New | +$276K | 0.09% | 78 |
|
|
2024
Q1 | – | Sell |
-1,078
| Closed | -$471K | – | 85 |
|
|
2023
Q4 | $471K | Hold |
1,078
| – | – | 0.19% | 40 |
|
|
2023
Q3 | $423K | Sell |
1,078
-136
| -11% | -$53.4K | 0.19% | 49 |
|
|
2023
Q2 | $494K | Buy |
1,214
+6
| +0.5% | +$2.44K | 0.22% | 34 |
|
|
2023
Q1 | $454K | Sell |
1,208
-112
| -8% | -$42.1K | 0.22% | 33 |
|
|
2022
Q4 | $464K | Hold |
1,320
| – | – | 0.25% | 31 |
|
|
2022
Q3 | $433K | Buy |
1,320
+44
| +3% | +$14.4K | 0.25% | 25 |
|
|
2022
Q2 | $443K | Buy |
+1,276
| New | +$443K | 0.25% | 23 |
|