Financial Advisors’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 | $659K | Hold |
1,159
| – | – | 0.12% | 39 |
|
|
2025
Q1 | $596K | Hold |
1,159
| – | – | 0.12% | 40 |
|
|
2024
Q4 | $624K | Buy |
1,159
+1
| +0.1% | +$539 | 0.12% | 37 |
|
|
2024
Q3 | $611K | Hold |
1,158
| – | – | 0.12% | 37 |
|
|
2024
Q2 | $579K | Sell |
1,158
-33
| -3% | -$16.5K | 0.12% | 34 |
|
|
2024
Q1 | $573K | Hold |
1,191
| – | – | 0.12% | 39 |
|
|
2023
Q4 | $520K | Buy |
1,191
+62
| +5% | +$27.1K | 0.12% | 36 |
|
|
2023
Q3 | $443K | Buy |
1,129
+1
| +0.1% | +$393 | 0.11% | 44 |
|
|
2023
Q2 | $459K | Hold |
1,128
| – | – | 0.11% | 47 |
|
|
2023
Q1 | $424K | Hold |
1,128
| – | – | 0.11% | 48 |
|
|
2022
Q4 | $396K | Sell |
1,128
-124
| -10% | -$43.6K | 0.11% | 46 |
|
|
2022
Q3 | $410K | Sell |
1,252
-441
| -26% | -$144K | 0.14% | 44 |
|
|
2022
Q2 | $587K | Buy |
1,693
+407
| +32% | +$141K | 0.21% | 31 |
|
|
2022
Q1 | $534K | Hold |
1,286
| – | – | 0.17% | 42 |
|
|
2021
Q4 | $561K | Buy |
1,286
+138
| +12% | +$60.2K | 0.17% | 42 |
|
|
2021
Q3 | $453K | Hold |
1,148
| – | – | 0.15% | 47 |
|
|
2021
Q2 | $452K | Hold |
1,148
| – | – | 0.16% | 47 |
|
|
2021
Q1 | $418K | Hold |
1,148
| – | – | 0.17% | 47 |
|
|
2020
Q4 | $394K | Buy |
1,148
+1
| +0.1% | +$343 | 0.18% | 46 |
|
|
2020
Q3 | $353K | Buy |
1,147
+1
| +0.1% | +$308 | 0.19% | 46 |
|
|
2020
Q2 | $325K | Hold |
1,146
| – | – | 0.18% | 45 |
|
|
2020
Q1 | $272K | Buy |
1,146
+87
| +8% | +$20.6K | 0.18% | 49 |
|
|
2019
Q4 | $313K | Hold |
1,059
| – | – | 0.18% | 45 |
|
|
2019
Q3 | $289K | Hold |
1,059
| – | – | 0.18% | 47 |
|
|
2019
Q2 | $285K | Hold |
1,059
| – | – | 0.18% | 49 |
|
|
2019
Q1 | $275K | Hold |
1,059
| – | – | 0.19% | 50 |
|
|
2018
Q4 | $243K | Buy |
+1,059
| New | +$243K | 0.2% | 49 |
|