GC
Grimes & Company’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Buy |
11,056
+1,615
| +17% | +$917K | 0.17% | 107 |
|
|
2025
Q1 | $4.85M | Sell |
9,441
-88
| -0.9% | -$45.2K | 0.15% | 107 |
|
|
2024
Q4 | $5.13M | Sell |
9,529
-65
| -0.7% | -$35K | 0.15% | 99 |
|
|
2024
Q3 | $5.06M | Buy |
9,594
+61
| +0.6% | +$32.2K | 0.14% | 102 |
|
|
2024
Q2 | $4.77M | Sell |
9,533
-5
| -0.1% | -$2.5K | 0.14% | 102 |
|
|
2024
Q1 | $4.58M | Sell |
9,538
-162
| -2% | -$77.9K | 0.14% | 102 |
|
|
2023
Q4 | $4.24M | Sell |
9,700
-100
| -1% | -$43.7K | 0.14% | 102 |
|
|
2023
Q3 | $3.85M | Buy |
9,800
+1,366
| +16% | +$536K | 0.15% | 98 |
|
|
2023
Q2 | $3.44M | Sell |
8,434
-592
| -7% | -$241K | 0.12% | 99 |
|
|
2023
Q1 | $3.39M | Buy |
9,026
+376
| +4% | +$141K | 0.14% | 95 |
|
|
2022
Q4 | $3.04M | Buy |
8,650
+5,231
| +153% | +$1.84M | 0.13% | 108 |
|
|
2022
Q3 | $1.12M | Buy |
3,419
+28
| +0.8% | +$9.19K | 0.06% | 133 |
|
|
2022
Q2 | $1.18M | Sell |
3,391
-60
| -2% | -$20.8K | 0.06% | 135 |
|
|
2022
Q1 | $1.43M | Buy |
3,451
+42
| +1% | +$17.4K | 0.07% | 134 |
|
|
2021
Q4 | $1.49M | Buy |
3,409
+1,057
| +45% | +$461K | 0.07% | 135 |
|
|
2021
Q3 | $928K | Sell |
2,352
-31
| -1% | -$12.2K | 0.04% | 159 |
|
|
2021
Q2 | $938K | Buy |
2,383
+261
| +12% | +$103K | 0.04% | 152 |
|
|
2021
Q1 | $773K | Buy |
2,122
+1,134
| +115% | +$413K | 0.04% | 160 |
|
|
2020
Q4 | $340K | Buy |
988
+286
| +41% | +$98.4K | 0.02% | 211 |
|
|
2020
Q3 | $216K | Buy |
+702
| New | +$216K | 0.01% | 232 |
|
|
2019
Q4 | – | Sell |
-749
| Closed | -$204K | – | 275 |
|
|
2019
Q3 | $204K | Hold |
749
| – | – | 0.01% | 243 |
|
|
2019
Q2 | $202K | Sell |
749
-236
| -24% | -$63.6K | 0.02% | 235 |
|
|
2019
Q1 | $256K | Buy |
985
+100
| +11% | +$26K | 0.02% | 213 |
|
|
2018
Q4 | $203K | Sell |
885
-43
| -5% | -$9.86K | 0.02% | 220 |
|
|
2018
Q3 | $248K | Sell |
928
-247
| -21% | -$66K | 0.02% | 211 |
|
|
2018
Q2 | $293K | Buy |
1,175
+57
| +5% | +$14.2K | 0.03% | 194 |
|
|
2018
Q1 | $271K | Sell |
1,118
-337
| -23% | -$81.7K | 0.03% | 192 |
|
|
2017
Q4 | $357K | Buy |
+1,455
| New | +$357K | 0.03% | 165 |
|