Evergreen Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Evergreen Capital Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20M	Buy	35,038 +5,037	+17%	+$2.87M	0.6%	34
2025 Q1	$15.4M	Buy	30,001 +4,712	+19%	+$2.42M	0.52%	44
2024 Q4	$13.6M	Sell	25,289 -985	-4%	-$531K	0.44%	57
2024 Q3	$13.9M	Buy	26,274 +659	+3%	+$349K	0.47%	50
2024 Q2	$12.9M	Buy	25,615 +723	+3%	+$363K	0.47%	52
2024 Q1	$12M	Buy	24,892 +1,922	+8%	+$924K	0.45%	60
2023 Q4	$10M	Sell	22,970 -202	-0.9%	-$88.2K	0.41%	72
2023 Q3	$9.13M	Buy	23,172 +1,430	+7%	+$564K	0.4%	71
2023 Q2	$8.86M	Buy	21,742 +1,455	+7%	+$593K	0.37%	77
2023 Q1	$7.63M	Buy	20,287 +771	+4%	+$290K	0.34%	86
2022 Q4	$6.86M	Buy	19,516 +1,402	+8%	+$493K	0.32%	88
2022 Q3	$5.95M	Sell	18,114 -6	-0%	-$1.97K	0.31%	96
2022 Q2	$6.29M	Sell	18,120 -3,563	-16%	-$1.24M	0.33%	90
2022 Q1	$9M	Buy	21,683 +456	+2%	+$189K	0.37%	81
2021 Q4	$9.27M	Buy	21,227 +382	+2%	+$167K	0.37%	76
2021 Q3	$8.22M	Buy	20,845 +2,369	+13%	+$934K	0.37%	76
2021 Q2	$7.27M	Sell	18,476 -34	-0.2%	-$13.4K	0.35%	75
2021 Q1	$6.74M	Buy	18,510 +2,876	+18%	+$1.05M	0.35%	78
2020 Q4	$5.37M	Sell	15,634 -1,114	-7%	-$383K	0.31%	86
2020 Q3	$5.15M	Buy	16,748 +661	+4%	+$203K	0.36%	79
2020 Q2	$4.56M	Buy	16,087 +301	+2%	+$85.3K	0.35%	76
2020 Q1	$3.74M	Buy	15,786 +841	+6%	+$199K	0.35%	74
2019 Q4	$4.42M	Sell	14,945 -5,195	-26%	-$1.54M	0.37%	66
2019 Q3	$5.49M	Sell	20,140 -204	-1%	-$55.6K	0.51%	53
2019 Q2	$5.48M	Buy	20,344 +64	+0.3%	+$17.2K	0.52%	52
2019 Q1	$5.26M	Buy	20,280 +10,595	+109%	+$2.75M	0.53%	50
2018 Q4	$2.23M	Sell	9,685 -1,456	-13%	-$335K	0.23%	102
2018 Q3	$2.98M	Buy	11,141 +575	+5%	+$154K	0.26%	89
2018 Q2	$2.64M	Buy	10,566 +2,467	+30%	+$615K	0.25%	86
2018 Q1	$1.96M	Buy	8,099 +278	+4%	+$67.3K	0.19%	109
2017 Q4	$1.92M	Buy	+7,821	New	+$1.92M	0.19%	107