Goepper Burkhardt’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
$281K Buy
495
+25
+5% +$14.2K 0.1% 80
2025
Q1
$242K Sell
470
-5
-1% -$2.57K 0.1% 84
2024
Q4
$256K Buy
475
+18
+4% +$9.7K 0.1% 72
2024
Q3
$241K Hold
457
0.1% 75
2024
Q2
$229K Hold
457
0.1% 74
2024
Q1
$219K Buy
457
+15
+3% +$7.18K 0.1% 76
2023
Q4
$204K Buy
+442
New +$204K 0.1% 76
2022
Q2
Sell
-553
Closed -$230K 68
2022
Q1
$230K Buy
+553
New +$230K 0.14% 64