Family 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 | $1.47M | Buy |
2,591
+552
| +27% | +$314K | 0.22% | 82 |
|
|
2025
Q1 | $1.05M | Hold |
2,039
| – | – | 0.17% | 87 |
|
|
2024
Q4 | $1.1M | Hold |
2,039
| – | – | 0.18% | 86 |
|
|
2024
Q3 | $1.08M | Buy |
2,039
+98
| +5% | +$51.7K | 0.18% | 84 |
|
|
2024
Q2 | $971K | Hold |
1,941
| – | – | 0.17% | 76 |
|
|
2024
Q1 | $933K | Buy |
1,941
+89
| +5% | +$42.8K | 0.17% | 75 |
|
|
2023
Q4 | $809K | Buy |
1,852
+11
| +0.6% | +$4.81K | 0.17% | 72 |
|
|
2023
Q3 | $723K | Buy |
1,841
+110
| +6% | +$43.2K | 0.16% | 66 |
|
|
2023
Q2 | $705K | Buy |
1,731
+1,668
| +2,648% | +$679K | 0.15% | 67 |
|
|
2023
Q1 | $23.7K | Sell |
63
-88
| -58% | -$33.1K | 0.01% | 141 |
|
|
2022
Q4 | $53.1K | Buy |
151
+88
| +140% | +$30.9K | 0.01% | 151 |
|
|
2022
Q3 | $21K | Hold |
63
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $22K | Hold |
63
| – | – | 0.01% | 159 |
|
|
2022
Q1 | $26K | Hold |
63
| – | – | 0.01% | 162 |
|
|
2021
Q4 | $28K | Hold |
63
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $25K | Buy |
63
+5
| +9% | +$1.98K | 0.01% | 168 |
|
|
2021
Q2 | $23K | Hold |
58
| – | – | 0.01% | 189 |
|
|
2021
Q1 | $21K | Hold |
58
| – | – | 0.01% | 161 |
|
|
2020
Q4 | $20K | Hold |
58
| – | – | 0.01% | 163 |
|
|
2020
Q3 | $18K | Hold |
58
| – | – | 0.01% | 120 |
|
|
2020
Q2 | $16K | Hold |
58
| – | – | 0.01% | 153 |
|
|
2020
Q1 | $14K | Sell |
58
-39
| -40% | -$9.41K | 0.01% | 149 |
|
|
2019
Q4 | $29K | Hold |
97
| – | – | 0.01% | 175 |
|
|
2019
Q3 | $26K | Buy |
97
+58
| +149% | +$15.5K | 0.01% | 171 |
|
|
2019
Q2 | $10K | Buy |
+39
| New | +$10K | ﹤0.01% | 170 |
|