Freedom Investment 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
$2.52M Buy
4,432
+344
+8% +$195K 0.2% 83
2025
Q1
$2.1M Buy
4,088
+71
+2% +$36.5K 0.18% 100
2024
Q4
$2.16M Sell
4,017
-51
-1% -$27.5K 0.18% 89
2024
Q3
$2.15M Sell
4,068
-53
-1% -$28K 0.17% 99
2024
Q2
$2.06M Sell
4,121
-123
-3% -$61.5K 0.17% 107
2024
Q1
$2.04M Buy
4,244
+2,837
+202% +$1.36M 0.16% 116
2023
Q4
$615K Sell
1,407
-1,166
-45% -$509K 0.05% 382
2023
Q3
$1.01M Buy
2,573
+187
+8% +$73.4K 0.12% 200
2023
Q2
$972K Buy
+2,386
New +$972K 0.11% 246
2023
Q1
Sell
-668
Closed -$235K 799
2022
Q4
$235K Buy
+668
New +$235K 0.03% 628
2018
Q1
Sell
-1,283
Closed -$315K 1215
2017
Q4
$315K Sell
1,283
-58
-4% -$14.2K 0.02% 864
2017
Q3
$310K Buy
+1,341
New +$310K 0.02% 839
2016
Q4
Sell
-2,881
Closed -$572K 1053
2016
Q3
$572K Sell
2,881
-1,170
-29% -$232K 0.04% 415
2016
Q2
$779K Sell
4,051
-886
-18% -$170K 0.05% 286
2016
Q1
$931K Buy
+4,937
New +$931K 0.07% 234
2015
Q3
Sell
-2,859
Closed -$540K 739
2015
Q2
$540K Buy
+2,859
New +$540K 0.06% 317