First Wilshire Securities 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
$871K Hold
1,533
0.24% 44
2025
Q1
$788K Hold
1,533
0.23% 42
2024
Q4
$826K Hold
1,533
0.22% 41
2024
Q3
$809K Hold
1,533
0.23% 41
2024
Q2
$767K Hold
1,533
0.23% 43
2024
Q1
$737K Hold
1,533
0.22% 44
2023
Q4
$670K Hold
1,533
0.22% 47
2023
Q3
$602K Hold
1,533
0.21% 47
2023
Q2
$624K Hold
1,533
0.21% 46
2023
Q1
$577K Hold
1,533
0.2% 48
2022
Q4
$539K Hold
1,533
0.19% 46
2022
Q3
$503K Hold
1,533
0.2% 44
2022
Q2
$532K Hold
1,533
0.2% 45
2022
Q1
$636K Hold
1,533
0.22% 38
2021
Q4
$669K Hold
1,533
0.21% 38
2021
Q3
$605K Hold
1,533
0.2% 40
2021
Q2
$603K Hold
1,533
0.21% 40
2021
Q1
$558K Hold
1,533
0.21% 42
2020
Q4
$527K Hold
1,533
0.21% 43
2020
Q3
$472K Hold
1,533
0.23% 43
2020
Q2
$434K Hold
1,533
0.2% 48
2020
Q1
$363K Hold
1,533
0.2% 53
2019
Q4
$453K Hold
1,533
0.17% 66
2019
Q3
$418K Hold
1,533
0.16% 73
2019
Q2
$413K Hold
1,533
0.16% 81
2019
Q1
$398K Hold
1,533
0.14% 87
2018
Q4
$353K Hold
1,533
0.13% 90
2018
Q3
$409K Sell
1,533
-300
-16% -$80K 0.12% 88
2018
Q2
$457K Hold
1,833
0.14% 82
2018
Q1
$444K Hold
1,833
0.12% 87
2017
Q4
$450K Sell
1,833
-202
-10% -$49.6K 0.12% 87
2017
Q3
$470K Hold
2,035
0.13% 85
2017
Q2
$452K Hold
2,035
0.13% 84
2017
Q1
$440K Hold
2,035
0.13% 87
2016
Q4
$418K Sell
2,035
-500
-20% -$103K 0.12% 83
2016
Q3
$504K Hold
2,535
0.15% 78
2016
Q2
$487K Buy
2,535
+1,360
+116% +$261K 0.16% 80
2016
Q1
$222K Hold
1,175
0.07% 102
2015
Q4
$220K Sell
1,175
-265
-18% -$49.6K 0.06% 101
2015
Q3
$253K Hold
1,440
0.07% 103
2015
Q2
$272K Sell
1,440
-270
-16% -$51K 0.06% 102
2015
Q1
$324K Buy
1,710
+30
+2% +$5.68K 0.07% 103
2014
Q4
$317K Buy
+1,680
New +$317K 0.06% 108