FC
Financial Consulate’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
5,916
+4
| +0.1% | +$2.27K | 0.66% | 17 |
|
|
2025
Q1 | $3.04M | Buy |
5,912
+157
| +3% | +$80.7K | 0.77% | 14 |
|
|
2024
Q4 | $3.1M | Buy |
5,755
+2,807
| +95% | +$1.51M | 0.82% | 14 |
|
|
2024
Q3 | $1.56M | Buy |
2,948
+657
| +29% | +$347K | 0.41% | 17 |
|
|
2024
Q2 | $1.15M | Buy |
2,291
+231
| +11% | +$116K | 0.34% | 20 |
|
|
2024
Q1 | $990K | Buy |
2,060
+120
| +6% | +$57.7K | 0.29% | 22 |
|
|
2023
Q4 | $847K | Buy |
1,940
+69
| +4% | +$30.1K | 0.28% | 22 |
|
|
2023
Q3 | $735K | Sell |
1,871
-358
| -16% | -$141K | 0.32% | 21 |
|
|
2023
Q2 | $908K | Hold |
2,229
| – | – | 0.38% | 21 |
|
|
2023
Q1 | $838K | Buy |
2,229
+20
| +0.9% | +$7.52K | 0.29% | 38 |
|
|
2022
Q4 | $776K | Buy |
2,209
+511
| +30% | +$180K | 0.27% | 50 |
|
|
2022
Q3 | $558K | Buy |
1,698
+4
| +0.2% | +$1.31K | 0.24% | 49 |
|
|
2022
Q2 | $588K | Buy |
1,694
+105
| +7% | +$36.4K | 0.28% | 49 |
|
|
2022
Q1 | $660K | Buy |
1,589
+193
| +14% | +$80.2K | 0.25% | 50 |
|
|
2021
Q4 | $609K | Sell |
1,396
-748
| -35% | -$326K | 0.21% | 59 |
|
|
2021
Q3 | $846K | Sell |
2,144
-43
| -2% | -$17K | 0.31% | 41 |
|
|
2021
Q2 | $861K | Buy |
2,187
+120
| +6% | +$47.2K | 0.31% | 39 |
|
|
2021
Q1 | $753K | Buy |
2,067
+55
| +3% | +$20K | 0.31% | 47 |
|
|
2020
Q4 | $692K | Buy |
2,012
+120
| +6% | +$41.3K | 0.3% | 45 |
|
|
2020
Q3 | $582K | Buy |
1,892
+19
| +1% | +$5.85K | 0.28% | 49 |
|
|
2020
Q2 | $531K | Sell |
1,873
-411
| -18% | -$117K | 0.27% | 50 |
|
|
2020
Q1 | $541K | Buy |
2,284
+751
| +49% | +$178K | 0.32% | 50 |
|
|
2019
Q4 | $453K | Sell |
1,533
-300
| -16% | -$88.7K | 0.2% | 58 |
|
|
2019
Q3 | $500K | Buy |
1,833
+819
| +81% | +$223K | 0.22% | 63 |
|
|
2019
Q2 | $273K | Sell |
1,014
-69
| -6% | -$18.6K | 0.12% | 84 |
|
|
2019
Q1 | $281K | Sell |
1,083
-39
| -3% | -$10.1K | 0.13% | 91 |
|
|
2018
Q4 | $258K | Buy |
1,122
+3
| +0.3% | +$690 | 0.15% | 91 |
|
|
2018
Q3 | $299K | Buy |
1,119
+2
| +0.2% | +$534 | 0.17% | 93 |
|
|
2018
Q2 | $279K | Buy |
1,117
+85
| +8% | +$21.2K | 0.14% | 95 |
|
|
2018
Q1 | $250K | Buy |
+1,032
| New | +$250K | 0.13% | 92 |
|