ERn Financial LLC’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 | $5.97M | Sell |
10,513
-65
| -0.6% | -$36.9K | 1.26% | 27 |
|
|
2025
Q1 | $5.44M | Sell |
10,578
-23
| -0.2% | -$11.8K | 0.86% | 32 |
|
|
2024
Q4 | $5.71M | Sell |
10,601
-379
| -3% | -$204K | 0.86% | 35 |
|
|
2024
Q3 | $5.79M | Sell |
10,980
-84
| -0.8% | -$44.3K | 0.88% | 32 |
|
|
2024
Q2 | $5.53M | Sell |
11,064
-80
| -0.7% | -$40K | 0.92% | 34 |
|
|
2024
Q1 | $5.36M | Buy |
11,144
+41
| +0.4% | +$19.7K | 0.93% | 30 |
|
|
2023
Q4 | $4.86M | Buy |
11,103
+128
| +1% | +$56.1K | 0.92% | 29 |
|
|
2023
Q3 | $4.31M | Buy |
10,975
+21
| +0.2% | +$8.25K | 0.94% | 29 |
|
|
2023
Q2 | $4.46M | Sell |
10,954
-259
| -2% | -$105K | 0.93% | 32 |
|
|
2023
Q1 | $4.22M | Sell |
11,213
-31
| -0.3% | -$11.7K | 0.93% | 34 |
|
|
2022
Q4 | $3.95M | Buy |
11,244
+888
| +9% | +$312K | 0.9% | 34 |
|
|
2022
Q3 | $3.4M | Sell |
10,356
-20
| -0.2% | -$6.57K | 0.87% | 35 |
|
|
2022
Q2 | $3.6M | Sell |
10,376
-825
| -7% | -$286K | 0.88% | 35 |
|
|
2022
Q1 | $4.65M | Buy |
11,201
+578
| +5% | +$240K | 1.03% | 27 |
|
|
2021
Q4 | $4.64M | Sell |
10,623
-52
| -0.5% | -$22.7K | 1.03% | 31 |
|
|
2021
Q3 | $4.21M | Buy |
10,675
+2
| +0% | +$789 | 1.08% | 30 |
|
|
2021
Q2 | $4.2M | Sell |
10,673
-169
| -2% | -$66.5K | 1.49% | 22 |
|
|
2021
Q1 | $3.95M | Sell |
10,842
-328
| -3% | -$119K | 1.53% | 22 |
|
|
2020
Q4 | $3.84M | Sell |
11,170
-163
| -1% | -$56K | 1.58% | 22 |
|
|
2020
Q3 | $3.49M | Buy |
11,333
+261
| +2% | +$80.3K | 1.63% | 20 |
|
|
2020
Q2 | $3.14M | Sell |
11,072
-2,667
| -19% | -$756K | 1.59% | 21 |
|
|
2020
Q1 | $3.25M | Buy |
13,739
+6,280
| +84% | +$1.49M | 2.14% | 16 |
|
|
2019
Q4 | $2.21M | Buy |
+7,459
| New | +$2.21M | 1.28% | 23 |
|