Everett Harris & Co’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 | $14.2M | Buy |
25,029
+140
| +0.6% | +$79.5K | 0.18% | 49 |
|
|
2025
Q1 | $12.8M | Sell |
24,889
-4,250
| -15% | -$2.18M | 0.16% | 49 |
|
|
2024
Q4 | $15.7M | Buy |
29,139
+4,108
| +16% | +$2.21M | 0.2% | 43 |
|
|
2024
Q3 | $13.2M | Sell |
25,031
-569
| -2% | -$300K | 0.16% | 48 |
|
|
2024
Q2 | $12.8M | Sell |
25,600
-8,554
| -25% | -$4.28M | 0.16% | 48 |
|
|
2024
Q1 | $16.4M | Sell |
34,154
-2,092
| -6% | -$1.01M | 0.22% | 43 |
|
|
2023
Q4 | $15.8M | Buy |
36,246
+15,103
| +71% | +$6.6M | 0.23% | 42 |
|
|
2023
Q3 | $8.3M | Sell |
21,143
-237
| -1% | -$93.1K | 0.13% | 51 |
|
|
2023
Q2 | $8.71M | Buy |
21,380
+169
| +0.8% | +$68.8K | 0.13% | 50 |
|
|
2023
Q1 | $7.98M | Sell |
21,211
-1,507
| -7% | -$567K | 0.13% | 55 |
|
|
2022
Q4 | $7.98M | Buy |
22,718
+1,225
| +6% | +$430K | 0.14% | 54 |
|
|
2022
Q3 | $7.06M | Buy |
21,493
+93
| +0.4% | +$30.5K | 0.13% | 54 |
|
|
2022
Q2 | $7.42M | Sell |
21,400
-753
| -3% | -$261K | 0.13% | 59 |
|
|
2022
Q1 | $9.2M | Buy |
22,153
+244
| +1% | +$101K | 0.13% | 58 |
|
|
2021
Q4 | $9.57M | Buy |
21,909
+1
| +0% | +$437 | 0.13% | 59 |
|
|
2021
Q3 | $8.64M | Buy |
21,908
+35
| +0.2% | +$13.8K | 0.14% | 58 |
|
|
2021
Q2 | $8.61M | Buy |
21,873
+58
| +0.3% | +$22.8K | 0.14% | 56 |
|
|
2021
Q1 | $7.95M | Sell |
21,815
-9,700
| -31% | -$3.53M | 0.14% | 56 |
|
|
2020
Q4 | $10.8M | Buy |
31,515
+14,617
| +87% | +$5.02M | 0.19% | 52 |
|
|
2020
Q3 | $5.2M | Buy |
16,898
+215
| +1% | +$66.1K | 0.1% | 64 |
|
|
2020
Q2 | $4.73M | Buy |
16,683
+1,060
| +7% | +$300K | 0.1% | 65 |
|
|
2020
Q1 | $3.7M | Sell |
15,623
-170
| -1% | -$40.3K | 0.1% | 67 |
|
|
2019
Q4 | $4.67M | Hold |
15,793
| – | – | 0.11% | 68 |
|
|
2019
Q3 | $4.31M | Buy |
15,793
+60
| +0.4% | +$16.4K | 0.11% | 69 |
|
|
2019
Q2 | $4.24M | Buy |
15,733
+602
| +4% | +$162K | 0.11% | 69 |
|
|
2019
Q1 | $3.93M | Sell |
15,131
-190
| -1% | -$49.3K | 0.1% | 66 |
|
|
2018
Q4 | $3.52M | Buy |
15,321
+4,770
| +45% | +$1.1M | 0.1% | 69 |
|
|
2018
Q3 | $2.82M | Sell |
10,551
-100
| -0.9% | -$26.7K | 0.07% | 82 |
|
|
2018
Q2 | $2.66M | Buy |
10,651
+10
| +0.1% | +$2.5K | 0.07% | 82 |
|
|
2018
Q1 | $2.58M | Buy |
10,641
+1,695
| +19% | +$410K | 0.07% | 82 |
|
|
2017
Q4 | $2.19M | Sell |
8,946
-1,935
| -18% | -$475K | 0.06% | 99 |
|
|
2017
Q3 | $2.51M | Buy |
10,881
+135
| +1% | +$31.2K | 0.08% | 86 |
|
|
2017
Q2 | $2.39M | Buy |
10,746
+2,678
| +33% | +$595K | 0.07% | 89 |
|
|
2017
Q1 | $1.75M | Buy |
8,068
+6,110
| +312% | +$1.32M | 0.06% | 108 |
|
|
2016
Q4 | $402K | Buy |
1,958
+300
| +18% | +$61.6K | 0.01% | 177 |
|
|
2016
Q3 | $329K | Hold |
1,658
| – | – | 0.01% | 191 |
|
|
2016
Q2 | $319K | Buy |
1,658
+138
| +9% | +$26.6K | 0.01% | 194 |
|
|
2016
Q1 | $287K | Sell |
1,520
-500
| -25% | -$94.4K | 0.01% | 206 |
|
|
2015
Q4 | $378K | Hold |
2,020
| – | – | 0.01% | 179 |
|
|
2015
Q3 | $355K | Hold |
2,020
| – | – | 0.01% | 188 |
|
|
2015
Q2 | $381K | Buy |
2,020
+500
| +33% | +$94.3K | 0.01% | 184 |
|
|
2015
Q1 | $288K | Buy |
1,520
+20
| +1% | +$3.79K | 0.01% | 199 |
|
|
2014
Q4 | $283K | Hold |
1,500
| – | – | 0.01% | 199 |
|
|
2014
Q3 | $271K | Hold |
1,500
| – | – | 0.01% | 204 |
|
|
2014
Q2 | $269K | Buy |
1,500
+250
| +20% | +$44.8K | 0.01% | 205 |
|
|
2014
Q1 | $214K | Buy |
+1,250
| New | +$214K | 0.01% | 216 |
|