EWM
Empirical Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
21,944
+1,511
| +7% | +$858K | 0.28% | 69 |
|
|
2025
Q1 | $10.5M | Buy |
20,433
+5,939
| +41% | +$3.05M | 0.27% | 75 |
|
|
2024
Q4 | $7.81M | Buy |
14,494
+1,163
| +9% | +$627K | 0.21% | 91 |
|
|
2024
Q3 | $7.03M | Buy |
13,331
+234
| +2% | +$123K | 0.2% | 97 |
|
|
2024
Q2 | $6.55M | Sell |
13,097
-248
| -2% | -$124K | 0.19% | 94 |
|
|
2024
Q1 | $6.42M | Buy |
13,345
+595
| +5% | +$286K | 0.19% | 96 |
|
|
2023
Q4 | $5.57M | Buy |
12,750
+1,851
| +17% | +$809K | 0.19% | 96 |
|
|
2023
Q3 | $4.28M | Buy |
10,899
+197
| +2% | +$77.4K | 0.17% | 101 |
|
|
2023
Q2 | $4.36M | Sell |
10,702
-487
| -4% | -$198K | 0.18% | 100 |
|
|
2023
Q1 | $4.21M | Sell |
11,189
-2,308
| -17% | -$868K | 0.18% | 95 |
|
|
2022
Q4 | $4.74M | Sell |
13,497
-468
| -3% | -$164K | 0.22% | 83 |
|
|
2022
Q3 | $4.59M | Buy |
13,965
+2,831
| +25% | +$929K | 0.24% | 80 |
|
|
2022
Q2 | $3.86M | Buy |
11,134
+3,513
| +46% | +$1.22M | 0.2% | 85 |
|
|
2022
Q1 | $3.17M | Buy |
7,621
+791
| +12% | +$329K | 0.16% | 100 |
|
|
2021
Q4 | $2.98M | Buy |
6,830
+1,420
| +26% | +$620K | 0.15% | 99 |
|
|
2021
Q3 | $2.13M | Buy |
5,410
+550
| +11% | +$217K | 0.12% | 112 |
|
|
2021
Q2 | $1.91M | Buy |
4,860
+66
| +1% | +$26K | 0.12% | 116 |
|
|
2021
Q1 | $1.75M | Buy |
4,794
+1,799
| +60% | +$656K | 0.14% | 111 |
|
|
2020
Q4 | $1.03M | Buy |
2,995
+53
| +2% | +$18.2K | 0.08% | 149 |
|
|
2020
Q3 | $905K | Buy |
2,942
+102
| +4% | +$31.4K | 0.08% | 146 |
|
|
2020
Q2 | $805K | Sell |
2,840
-5,063
| -64% | -$1.44M | 0.08% | 146 |
|
|
2020
Q1 | $1.87M | Buy |
7,903
+2,492
| +46% | +$590K | 0.2% | 75 |
|
|
2019
Q4 | $1.6M | Buy |
5,411
+1,149
| +27% | +$340K | 0.18% | 86 |
|
|
2019
Q3 | $1.16M | Sell |
4,262
-1,358
| -24% | -$370K | 0.14% | 103 |
|
|
2019
Q2 | $1.51M | Buy |
5,620
+4,564
| +432% | +$1.23M | 0.2% | 83 |
|
|
2019
Q1 | $274K | Sell |
1,056
-138
| -12% | -$35.8K | 0.04% | 191 |
|
|
2018
Q4 | $274K | Buy |
1,194
+48
| +4% | +$11K | 0.05% | 169 |
|
|
2018
Q3 | $306K | Sell |
1,146
-18
| -2% | -$4.81K | 0.05% | 164 |
|
|
2018
Q2 | $290K | Sell |
1,164
-198
| -15% | -$49.3K | 0.05% | 154 |
|
|
2018
Q1 | $330K | Buy |
+1,362
| New | +$330K | 0.07% | 124 |
|