Elgethun Capital Management’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 | $220K | Buy |
387
+2
| +0.5% | +$1.14K | 0.04% | 120 |
|
|
2025
Q1 | $198K | Buy |
385
+25
| +7% | +$12.8K | 0.04% | 125 |
|
|
2024
Q4 | $194K | Buy |
360
+77
| +27% | +$41.5K | 0.05% | 118 |
|
|
2024
Q3 | $149K | Buy |
283
+1
| +0.4% | +$528 | 0.04% | 139 |
|
|
2024
Q2 | $141K | Sell |
282
-4
| -1% | -$2K | 0.04% | 139 |
|
|
2024
Q1 | $138K | Buy |
286
+5
| +2% | +$2.41K | 0.03% | 141 |
|
|
2023
Q4 | $123K | Sell |
281
-1
| -0.4% | -$437 | 0.03% | 142 |
|
|
2023
Q3 | $111K | Hold |
282
| – | – | 0.03% | 140 |
|
|
2023
Q2 | $115K | Buy |
+282
| New | +$115K | 0.03% | 143 |
|