GoalVest Advisory’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 | $136M | Buy |
239,109
+203
| +0.1% | +$115K | 33.63% | 1 |
|
|
2025
Q1 | $123M | Buy |
238,906
+3,067
| +1% | +$1.58M | 33.75% | 1 |
|
|
2024
Q4 | $127M | Buy |
235,839
+5,654
| +2% | +$3.05M | 34.85% | 1 |
|
|
2024
Q3 | $121M | Sell |
230,185
-7
| -0% | -$3.69K | 34.92% | 1 |
|
|
2024
Q2 | $115M | Buy |
230,192
+21,529
| +10% | +$10.8M | 36.79% | 1 |
|
|
2024
Q1 | $100M | Buy |
208,663
+14,638
| +8% | +$7.04M | 33.45% | 1 |
|
|
2023
Q4 | $84.8M | Buy |
194,025
+11,440
| +6% | +$5M | 37.27% | 1 |
|
|
2023
Q3 | $71.7M | Buy |
182,585
+9,282
| +5% | +$3.65M | 35.93% | 1 |
|
|
2023
Q2 | $70.6M | Buy |
173,303
+41,126
| +31% | +$16.7M | 36.43% | 1 |
|
|
2023
Q1 | $49.7M | Buy |
132,177
+24,370
| +23% | +$9.16M | 29.12% | 1 |
|
|
2022
Q4 | $37.9M | Buy |
107,807
+5,749
| +6% | +$2.02M | 24.45% | 1 |
|
|
2022
Q3 | $33.5M | Buy |
102,058
+67,590
| +196% | +$22.2M | 23.49% | 1 |
|
|
2022
Q2 | $12.1M | Buy |
34,468
+20,610
| +149% | +$7.24M | 7.66% | 1 |
|
|
2022
Q1 | $5.75M | Buy |
+13,858
| New | +$5.75M | 3.25% | 6 |
|
|
2021
Q2 | $4.39M | Buy |
11,146
+5,429
| +95% | +$2.14M | 2.72% | 9 |
|
|
2021
Q1 | $2.08M | Buy |
5,717
+1,768
| +45% | +$644K | 1.55% | 16 |
|
|
2020
Q4 | $1.36M | Buy |
+3,949
| New | +$1.36M | 1.14% | 24 |
|