Elk River Wealth 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 | $626K | Hold |
1,099
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $565K | Hold |
1,099
| – | – | 0.11% | 62 |
|
|
2024
Q4 | $592K | Hold |
1,099
| – | – | 0.11% | 63 |
|
|
2024
Q3 | $582K | Hold |
1,099
| – | – | 0.11% | 65 |
|
|
2024
Q2 | $552K | Sell |
1,099
-8
| -0.7% | -$4.02K | 0.11% | 63 |
|
|
2024
Q1 | $532K | Sell |
1,107
-8
| -0.7% | -$3.85K | 0.11% | 66 |
|
|
2023
Q4 | $487K | Buy |
1,115
+7
| +0.6% | +$3.06K | 0.09% | 80 |
|
|
2023
Q3 | $437K | Hold |
1,108
| – | – | 0.1% | 81 |
|
|
2023
Q2 | $453K | Hold |
1,108
| – | – | 0.1% | 81 |
|
|
2023
Q1 | $417K | Hold |
1,108
| – | – | 0.09% | 81 |
|
|
2022
Q4 | $389K | Sell |
1,108
-4
| -0.4% | -$1.41K | 0.09% | 84 |
|
|
2022
Q3 | $367K | Sell |
1,112
-288
| -21% | -$95.1K | 0.1% | 82 |
|
|
2022
Q2 | $488K | Sell |
1,400
-73
| -5% | -$25.4K | 0.12% | 73 |
|
|
2022
Q1 | $612K | Sell |
1,473
-45
| -3% | -$18.7K | 0.13% | 72 |
|
|
2021
Q4 | $663K | Buy |
1,518
+70
| +5% | +$30.6K | 0.15% | 74 |
|
|
2021
Q3 | $573K | Sell |
1,448
-96
| -6% | -$38K | 0.14% | 76 |
|
|
2021
Q2 | $610K | Buy |
1,544
+109
| +8% | +$43.1K | 0.16% | 73 |
|
|
2021
Q1 | $523K | Sell |
1,435
-67
| -4% | -$24.4K | 0.15% | 79 |
|
|
2020
Q4 | $516K | Buy |
+1,502
| New | +$516K | 0.17% | 81 |
|