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 |
|