Edgemoor Investment 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 | $1.18M | Hold |
2,078
| – | – | 0.1% | 89 |
|
|
2025
Q1 | $1.07M | Sell |
2,078
-64
| -3% | -$32.9K | 0.1% | 91 |
|
|
2024
Q4 | $1.15M | Buy |
2,142
+10
| +0.5% | +$5.39K | 0.1% | 92 |
|
|
2024
Q3 | $1.13M | Buy |
2,132
+103
| +5% | +$54.4K | 0.1% | 92 |
|
|
2024
Q2 | $1.01M | Hold |
2,029
| – | – | 0.09% | 90 |
|
|
2024
Q1 | $975K | Hold |
2,029
| – | – | 0.09% | 88 |
|
|
2023
Q4 | $886K | Hold |
2,029
| – | – | 0.09% | 90 |
|
|
2023
Q3 | $797K | Hold |
2,029
| – | – | 0.09% | 92 |
|
|
2023
Q2 | $826K | Hold |
2,029
| – | – | 0.09% | 92 |
|
|
2023
Q1 | $763K | Sell |
2,029
-14
| -0.7% | -$5.27K | 0.09% | 92 |
|
|
2022
Q4 | $718K | Sell |
2,043
-61
| -3% | -$21.4K | 0.09% | 99 |
|
|
2022
Q3 | $691K | Buy |
+2,104
| New | +$691K | 0.09% | 91 |
|