Gould Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Gould Asset Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$775K	Buy	1,364 +106	+8%	+$60.2K	0.15%	77
2025 Q1	$646K	Sell	1,258 -13	-1%	-$6.68K	0.13%	83
2024 Q4	$685K	Hold	1,271	–	–	0.14%	81
2024 Q3	$671K	Sell	1,271 -15	-1%	-$7.92K	0.14%	81
2024 Q2	$643K	Sell	1,286 -40	-3%	-$20K	0.15%	78
2024 Q1	$637K	Hold	1,326	–	–	0.15%	78
2023 Q4	$579K	Sell	1,326 -10	-0.7%	-$4.37K	0.15%	75
2023 Q3	$525K	Hold	1,336	–	–	0.15%	71
2023 Q2	$544K	Hold	1,336	–	–	0.15%	72
2023 Q1	$502K	Hold	1,336	–	–	0.14%	75
2022 Q4	$469K	Hold	1,336	–	–	0.14%	85
2022 Q3	$439K	Buy	1,336 +37	+3%	+$12.2K	0.15%	76
2022 Q2	$451K	Buy	1,299 +55	+4%	+$19.1K	0.15%	82
2022 Q1	$516K	Sell	1,244 -209	-14%	-$86.7K	0.15%	68
2021 Q4	$634K	Hold	1,453	–	–	0.18%	62
2021 Q3	$573K	Hold	1,453	–	–	0.18%	60
2021 Q2	$572K	Sell	1,453 -983	-40%	-$387K	0.16%	70
2021 Q1	$887K	Buy	2,436 +1,227	+101%	+$447K	0.27%	47
2020 Q4	$416K	Sell	1,209 -30	-2%	-$10.3K	0.13%	80
2020 Q3	$381K	Buy	1,239 +5	+0.4%	+$1.54K	0.13%	79
2020 Q2	$350K	Sell	1,234 -15	-1%	-$4.25K	0.12%	84
2020 Q1	$296K	Sell	1,249 -40	-3%	-$9.48K	0.11%	89
2019 Q4	$381K	Sell	1,289 -35	-3%	-$10.3K	0.13%	94
2019 Q3	$361K	Buy	1,324 +210	+19%	+$57.3K	0.13%	94
2019 Q2	$300K	Hold	1,114	–	–	0.11%	103
2019 Q1	$289K	Hold	1,114	–	–	0.11%	104
2018 Q4	$256K	Hold	1,114	–	–	0.11%	100
2018 Q3	$297K	Hold	1,114	–	–	0.12%	105
2018 Q2	$278K	Hold	1,114	–	–	0.12%	100
2018 Q1	$270K	Hold	1,114	–	–	0.12%	106
2017 Q4	$273K	Sell	1,114 -20	-2%	-$4.9K	0.12%	101
2017 Q3	$262K	Hold	1,134	–	–	0.12%	104
2017 Q2	$252K	Hold	1,134	–	–	0.12%	99
2017 Q1	$245K	Buy	+1,134	New	+$245K	0.12%	97
2014 Q4	–	Sell	-1,270	Closed	-$229K	–	113
2014 Q3	$229K	Hold	1,270	–	–	0.11%	94
2014 Q2	$228K	Buy	1,270 +1	+0.1%	+$180	0.11%	92
2014 Q1	$217K	Buy	1,269 +1	+0.1%	+$171	0.12%	88
2013 Q4	$214K	Buy	+1,268	New	+$214K	0.12%	78