Exchange Capital Management’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 | $342K | Sell |
602
-10
| -2% | -$5.68K | 0.05% | 181 |
|
|
2025
Q1 | $315K | Hold |
612
| – | – | 0.05% | 185 |
|
|
2024
Q4 | $330K | Sell |
612
-116
| -16% | -$62.5K | 0.05% | 187 |
|
|
2024
Q3 | $384K | Buy |
728
+116
| +19% | +$61.2K | 0.06% | 167 |
|
|
2024
Q2 | $306K | Buy |
612
+32
| +6% | +$16K | 0.05% | 176 |
|
|
2024
Q1 | $279K | Buy |
580
+62
| +12% | +$29.8K | 0.05% | 174 |
|
|
2023
Q4 | $226K | Hold |
518
| – | – | 0.04% | 174 |
|
|
2023
Q3 | $203K | Hold |
518
| – | – | 0.04% | 174 |
|
|
2023
Q2 | $211K | Buy |
+518
| New | +$211K | 0.04% | 174 |
|
|
2018
Q4 | – | Sell |
-465
| Closed | -$124K | – | 268 |
|
|
2018
Q3 | $124K | Hold |
465
| – | – | 0.04% | 136 |
|
|
2018
Q2 | $116K | Hold |
465
| – | – | 0.03% | 140 |
|
|
2018
Q1 | $113K | Buy |
+465
| New | +$113K | 0.04% | 135 |
|