Evensky & Katz’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 | $388K | Buy |
684
+98
| +17% | +$55.6K | 0.02% | 60 |
|
|
2025
Q1 | $301K | Buy |
586
+49
| +9% | +$25.2K | 0.02% | 66 |
|
|
2024
Q4 | $289K | Sell |
537
-8
| -1% | -$4.31K | 0.02% | 65 |
|
|
2024
Q3 | $288K | Buy |
545
+28
| +5% | +$14.8K | 0.02% | 65 |
|
|
2024
Q2 | $259K | Sell |
517
-1,306
| -72% | -$654K | 0.02% | 69 |
|
|
2024
Q1 | $876K | Buy |
1,823
+1,077
| +144% | +$518K | 0.06% | 55 |
|
|
2023
Q4 | $326K | Buy |
746
+57
| +8% | +$24.9K | 0.02% | 66 |
|
|
2023
Q3 | $270K | Buy |
689
+6
| +0.9% | +$2.35K | 0.02% | 64 |
|
|
2023
Q2 | $278K | Buy |
683
+584
| +590% | +$238K | 0.02% | 63 |
|
|
2023
Q1 | $37K | Buy |
+99
| New | +$37K | ﹤0.01% | 80 |
|
|
2022
Q1 | – | Sell |
-28
| Closed | -$12K | – | 77 |
|
|
2021
Q4 | $12K | Buy |
+28
| New | +$12K | ﹤0.01% | 73 |
|
|
2021
Q2 | – | Sell |
-35
| Closed | -$13K | – | 76 |
|
|
2021
Q1 | $13K | Buy |
+35
| New | +$13K | ﹤0.01% | 72 |
|
|
2019
Q4 | – | Sell |
-123
| Closed | -$33K | – | 110 |
|
|
2019
Q3 | $33K | Buy |
123
+1
| +0.8% | +$268 | ﹤0.01% | 97 |
|
|
2019
Q2 | $33K | Hold |
122
| – | – | ﹤0.01% | 96 |
|
|
2019
Q1 | $31K | Buy |
+122
| New | +$31K | ﹤0.01% | 99 |
|