Everhart Financial Group’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 | $3.84M | Buy |
6,757
+1,594
| +31% | +$905K | 0.44% | 32 |
|
|
2025
Q1 | $2.65M | Buy |
5,163
+1,155
| +29% | +$594K | 0.36% | 40 |
|
|
2024
Q4 | $2.16M | Buy |
4,008
+28
| +0.7% | +$15.1K | 0.44% | 41 |
|
|
2024
Q3 | $2.1M | Buy |
3,980
+33
| +0.8% | +$17.4K | 0.47% | 40 |
|
|
2024
Q2 | $1.97M | Sell |
3,947
-268
| -6% | -$134K | 0.51% | 35 |
|
|
2024
Q1 | $2.03M | Buy |
4,215
+603
| +17% | +$290K | 0.59% | 32 |
|
|
2023
Q4 | $1.58M | Sell |
3,612
-111
| -3% | -$48.5K | 0.56% | 38 |
|
|
2023
Q3 | $1.46M | Buy |
3,723
+275
| +8% | +$108K | 0.62% | 35 |
|
|
2023
Q2 | $1.4M | Buy |
3,448
+11
| +0.3% | +$4.48K | 0.58% | 37 |
|
|
2023
Q1 | $1.29M | Buy |
3,437
+27
| +0.8% | +$10.2K | 0.58% | 35 |
|
|
2022
Q4 | $1.2M | Sell |
3,410
-67
| -2% | -$23.5K | 0.6% | 35 |
|
|
2022
Q3 | $1.14M | Buy |
3,477
+210
| +6% | +$68.9K | 0.63% | 30 |
|
|
2022
Q2 | $1.13M | Buy |
3,267
+28
| +0.9% | +$9.71K | 0.69% | 32 |
|
|
2022
Q1 | $1.34M | Sell |
3,239
-45
| -1% | -$18.7K | 0.78% | 31 |
|
|
2021
Q4 | $1.43M | Buy |
3,284
+33
| +1% | +$14.4K | 0.87% | 28 |
|
|
2021
Q3 | $1.28M | Sell |
3,251
-206
| -6% | -$81.3K | 0.88% | 28 |
|
|
2021
Q2 | $1.36M | Buy |
3,457
+66
| +2% | +$26K | 0.94% | 31 |
|
|
2021
Q1 | $1.24M | Buy |
3,391
+496
| +17% | +$181K | 1.08% | 26 |
|
|
2020
Q4 | $995K | Buy |
+2,895
| New | +$995K | 0.92% | 29 |
|