First Wilshire Securities Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $939K | Hold |
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|
2025
Q2 | $871K | Hold |
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|
2025
Q1 | $788K | Hold |
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|
2024
Q4 | $826K | Hold |
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|
2024
Q3 | $809K | Hold |
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|
2024
Q2 | $767K | Hold |
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|
2024
Q1 | $737K | Hold |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $602K | Hold |
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|
2023
Q2 | $624K | Hold |
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|
2023
Q1 | $577K | Hold |
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|
2022
Q4 | $539K | Hold |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $532K | Hold |
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|
2022
Q1 | $636K | Hold |
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|
2021
Q4 | $669K | Hold |
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|
2021
Q3 | $605K | Hold |
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|
2021
Q2 | $603K | Hold |
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|
2021
Q1 | $558K | Hold |
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|
2020
Q4 | $527K | Hold |
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|
2020
Q3 | $472K | Hold |
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|
2020
Q2 | $434K | Hold |
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|
2020
Q1 | $363K | Hold |
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|
2019
Q4 | $453K | Hold |
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|
2019
Q3 | $418K | Hold |
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|
2019
Q2 | $413K | Hold |
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|
2019
Q1 | $398K | Hold |
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|
2018
Q4 | $353K | Hold |
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|
2018
Q3 | $409K | Sell |
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|
2018
Q2 | $457K | Hold |
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|
2018
Q1 | $444K | Hold |
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|
2017
Q4 | $450K | Sell |
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|
2017
Q3 | $470K | Hold |
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|
2017
Q2 | $452K | Hold |
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|
2017
Q1 | $440K | Hold |
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|
2016
Q4 | $418K | Sell |
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|
2016
Q3 | $504K | Hold |
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|
2016
Q2 | $487K | Buy |
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|
2016
Q1 | $222K | Hold |
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|
2015
Q4 | $220K | Sell |
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|
2015
Q3 | $253K | Hold |
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|
2015
Q2 | $272K | Sell |
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|
2015
Q1 | $324K | Buy |
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|
2014
Q4 | $317K | Buy |
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