Financial Insights’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 | $754K | Buy |
1,327
+133
| +11% | +$75.5K | 0.28% | 50 |
|
|
2025
Q1 | $614K | Sell |
1,194
-524
| -31% | -$269K | 0.24% | 53 |
|
|
2024
Q4 | $926K | Sell |
1,718
-135
| -7% | -$72.7K | 0.34% | 41 |
|
|
2024
Q3 | $978K | Sell |
1,853
-244
| -12% | -$129K | 0.31% | 54 |
|
|
2024
Q2 | $1.05M | Sell |
2,097
-94
| -4% | -$47K | 0.29% | 58 |
|
|
2024
Q1 | $1.05M | Buy |
2,191
+144
| +7% | +$69.2K | 0.29% | 66 |
|
|
2023
Q4 | $894K | Sell |
2,047
-140
| -6% | -$61.2K | 0.28% | 66 |
|
|
2023
Q3 | $840K | Buy |
2,187
+544
| +33% | +$209K | 0.3% | 61 |
|
|
2023
Q2 | $669K | Sell |
1,643
-136
| -8% | -$55.4K | 0.25% | 77 |
|
|
2023
Q1 | $669K | Sell |
1,779
-247
| -12% | -$92.9K | 0.27% | 66 |
|
|
2022
Q4 | $712K | Buy |
2,026
+911
| +82% | +$320K | 0.34% | 59 |
|
|
2022
Q3 | $366K | Buy |
1,115
+128
| +13% | +$42K | 0.25% | 84 |
|
|
2022
Q2 | $342K | Buy |
987
+85
| +9% | +$29.5K | 0.35% | 56 |
|
|
2022
Q1 | $374K | Buy |
902
+68
| +8% | +$28.2K | 0.34% | 54 |
|
|
2021
Q4 | $364K | Hold |
834
| – | – | 0.31% | 57 |
|
|
2021
Q3 | $329K | Sell |
834
-6
| -0.7% | -$2.37K | 0.3% | 56 |
|
|
2021
Q2 | $3.31M | Hold |
840
| – | – | 0.27% | 57 |
|
|
2021
Q1 | $306K | Hold |
840
| – | – | 0.23% | 61 |
|
|
2020
Q4 | $289K | Buy |
840
+65
| +8% | +$22.4K | 0.22% | 59 |
|
|
2020
Q3 | $238K | Sell |
775
-2,749
| -78% | -$844K | 0.2% | 65 |
|
|
2020
Q2 | $291 | Buy |
3,524
+2,461
| +232% | +$203 | 0.26% | 54 |
|
|
2020
Q1 | $252K | Hold |
1,063
| – | – | 0.27% | 57 |
|
|
2019
Q4 | $314K | Hold |
1,063
| – | – | 0.28% | 52 |
|
|
2019
Q3 | $290K | Sell |
1,063
-34
| -3% | -$9.28K | 0.28% | 51 |
|
|
2019
Q2 | $290K | Buy |
+1,097
| New | +$290K | 0.29% | 46 |
|
|
2019
Q1 | – | Sell |
-963
| Closed | -$239K | – | 63 |
|
|
2018
Q4 | $239K | Buy |
+963
| New | +$239K | 0.27% | 49 |
|