Family CFO’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 | $10.9M | Buy |
19,255
+134
| +0.7% | +$76.1K | 5.48% | 7 |
|
|
2025
Q1 | $9.83M | Buy |
19,121
+486
| +3% | +$250K | 5.39% | 7 |
|
|
2024
Q4 | $10M | Hold |
18,635
| – | – | 5.53% | 6 |
|
|
2024
Q3 | $9.83M | Sell |
18,635
-33
| -0.2% | -$17.4K | 5.55% | 7 |
|
|
2024
Q2 | $9.34M | Sell |
18,668
-108
| -0.6% | -$54K | 5.75% | 7 |
|
|
2024
Q1 | $9.03M | Sell |
18,776
-45
| -0.2% | -$21.6K | 5.59% | 7 |
|
|
2023
Q4 | $8.22M | Buy |
18,821
+1,410
| +8% | +$616K | 5.3% | 7 |
|
|
2023
Q3 | $6.84M | Sell |
17,411
-111
| -0.6% | -$43.6K | 4.92% | 7 |
|
|
2023
Q2 | $7.14M | Sell |
17,522
-123
| -0.7% | -$50.1K | 5.04% | 8 |
|
|
2023
Q1 | $6.64M | Buy |
17,645
+250
| +1% | +$94K | 5.06% | 8 |
|
|
2022
Q4 | $6.11M | Buy |
17,395
+1,304
| +8% | +$458K | 5.49% | 7 |
|
|
2022
Q3 | $5.28M | Buy |
16,091
+32
| +0.2% | +$10.5K | 5.6% | 7 |
|
|
2022
Q2 | $5.57M | Buy |
16,059
+380
| +2% | +$132K | 6.08% | 7 |
|
|
2022
Q1 | $6.51M | Buy |
15,679
+139
| +0.9% | +$57.7K | 6.61% | 5 |
|
|
2021
Q4 | $6.78M | Buy |
+15,540
| New | +$6.78M | 6.55% | 5 |
|