Family 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
$670K Hold
1,179
0.35% 49
2025
Q1
$606K Buy
1,179
+2
+0.2% +$1.03K 0.37% 44
2024
Q4
$634K Buy
1,177
+2
+0.2% +$1.08K 0.38% 41
2024
Q3
$620K Hold
1,175
0.4% 40
2024
Q2
$588K Sell
1,175
-7
-0.6% -$3.5K 0.4% 40
2024
Q1
$568K Hold
1,182
0.4% 36
2023
Q4
$516K Sell
1,182
-41
-3% -$17.9K 0.37% 36
2023
Q3
$480K Buy
1,223
+156
+15% +$61.3K 0.32% 41
2023
Q2
$435K Buy
1,067
+506
+90% +$206K 0.27% 46
2023
Q1
$211K Buy
+561
New +$211K 0.09% 65