Forum Financial 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 | $6.72M | Buy |
11,834
+184
| +2% | +$105K | 0.1% | 44 |
|
|
2025
Q1 | $5.99M | Buy |
11,650
+3,270
| +39% | +$1.68M | 0.1% | 44 |
|
|
2024
Q4 | $4.52M | Buy |
8,380
+1,559
| +23% | +$840K | 0.07% | 54 |
|
|
2024
Q3 | $3.6M | Buy |
6,821
+336
| +5% | +$177K | 0.06% | 60 |
|
|
2024
Q2 | $3.24M | Buy |
6,485
+467
| +8% | +$234K | 0.06% | 64 |
|
|
2024
Q1 | $2.89M | Buy |
6,018
+644
| +12% | +$310K | 0.05% | 83 |
|
|
2023
Q4 | $2.35M | Buy |
5,374
+586
| +12% | +$256K | 0.04% | 80 |
|
|
2023
Q3 | $1.88M | Buy |
4,788
+355
| +8% | +$139K | 0.04% | 93 |
|
|
2023
Q2 | $1.81M | Buy |
4,433
+674
| +18% | +$275K | 0.04% | 91 |
|
|
2023
Q1 | $1.41M | Buy |
3,759
+323
| +9% | +$121K | 0.04% | 108 |
|
|
2022
Q4 | $1.21M | Buy |
3,436
+1,781
| +108% | +$626K | 0.04% | 115 |
|
|
2022
Q3 | $543K | Buy |
1,655
+794
| +92% | +$261K | 0.03% | 208 |
|
|
2022
Q2 | $299K | Buy |
861
+112
| +15% | +$38.9K | 0.02% | 358 |
|
|
2022
Q1 | $311K | Buy |
749
+148
| +25% | +$61.5K | 0.02% | 381 |
|
|
2021
Q4 | $262K | Buy |
+601
| New | +$262K | 0.01% | 480 |
|