Empire Life Investments’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 | $85.9M | Buy |
151,266
+21,182
| +16% | +$12M | 5.46% | 2 |
|
|
2025
Q1 | $66.9M | Sell |
130,084
-13,834
| -10% | -$7.11M | 4.35% | 3 |
|
|
2024
Q4 | $77.5M | Buy |
143,918
+3,769
| +3% | +$2.03M | 4.87% | 2 |
|
|
2024
Q3 | $74M | Buy |
140,149
+1,093
| +0.8% | +$577K | 4.51% | 2 |
|
|
2024
Q2 | $69.5M | Buy |
139,056
+25,745
| +23% | +$12.9M | 4.39% | 2 |
|
|
2024
Q1 | $54.5M | Sell |
113,311
-6,330
| -5% | -$3.04M | 3.34% | 4 |
|
|
2023
Q4 | $52.3M | Buy |
119,641
+79,823
| +200% | +$34.9M | 3.37% | 3 |
|
|
2023
Q3 | $15.6M | Sell |
39,818
-8,087
| -17% | -$3.18M | 1.14% | 33 |
|
|
2023
Q2 | $19.5M | Sell |
47,905
-2,400
| -5% | -$977K | 1.33% | 29 |
|
|
2023
Q1 | $18.9M | Buy |
50,305
+6,848
| +16% | +$2.58M | 1.34% | 30 |
|
|
2022
Q4 | $15.3M | Buy |
43,457
+4,200
| +11% | +$1.48M | 1.05% | 35 |
|
|
2022
Q3 | $12.9M | Buy |
39,257
+22,612
| +136% | +$7.42M | 0.98% | 37 |
|
|
2022
Q2 | $5.77M | Sell |
16,645
-1,300
| -7% | -$451K | 0.42% | 54 |
|
|
2022
Q1 | $7.45M | Sell |
17,945
-3,594
| -17% | -$1.49M | 0.48% | 53 |
|
|
2021
Q4 | $9.4M | Buy |
21,539
+4,600
| +27% | +$2.01M | 0.57% | 47 |
|
|
2021
Q3 | $6.68M | Buy |
16,939
+2,400
| +17% | +$947K | 0.44% | 53 |
|
|
2021
Q2 | $5.72M | Buy |
14,539
+3,500
| +32% | +$1.38M | 0.37% | 58 |
|
|
2021
Q1 | $4.02M | Sell |
11,039
-400
| -3% | -$146K | 0.28% | 69 |
|
|
2020
Q4 | $3.93M | Buy |
11,439
+3,200
| +39% | +$1.1M | 0.28% | 68 |
|
|
2020
Q3 | $2.54M | Sell |
8,239
-3,800
| -32% | -$1.17M | 0.2% | 66 |
|
|
2020
Q2 | $3.41M | Buy |
12,039
+3,547
| +42% | +$1.01M | 0.3% | 58 |
|
|
2020
Q1 | $2.01M | Buy |
8,492
+3,387
| +66% | +$802K | 0.18% | 72 |
|
|
2019
Q4 | $1.51M | Buy |
+5,105
| New | +$1.51M | 0.11% | 71 |
|