HA
Harfst & Associates’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 | $2.33M | Sell |
4,094
-174
| -4% | -$98.8K | 0.48% | 35 |
|
|
2025
Q1 | $2.19M | Hold |
4,268
| – | – | 0.51% | 33 |
|
|
2024
Q4 | $2.3M | Buy |
4,268
+15
| +0.4% | +$8.08K | 0.48% | 43 |
|
|
2024
Q3 | $2.24M | Sell |
4,253
-46
| -1% | -$24.3K | 0.5% | 41 |
|
|
2024
Q2 | $2.15M | Sell |
4,299
-31
| -0.7% | -$15.5K | 0.5% | 37 |
|
|
2024
Q1 | $2.08M | Buy |
4,330
+25
| +0.6% | +$12K | 0.49% | 41 |
|
|
2023
Q4 | $1.88M | Hold |
4,305
| – | – | 0.5% | 47 |
|
|
2023
Q3 | $1.69M | Sell |
4,305
-485
| -10% | -$190K | 0.47% | 55 |
|
|
2023
Q2 | $1.95M | Hold |
4,790
| – | – | 0.52% | 51 |
|
|
2023
Q1 | $1.8M | Sell |
4,790
-188
| -4% | -$70.7K | 0.52% | 37 |
|
|
2022
Q4 | $1.75M | Sell |
4,978
-6,721
| -57% | -$2.36M | 0.5% | 38 |
|
|
2022
Q3 | $3.84M | Sell |
11,699
-321
| -3% | -$105K | 1.16% | 11 |
|
|
2022
Q2 | $4.17M | Sell |
12,020
-518
| -4% | -$180K | 1.18% | 11 |
|
|
2022
Q1 | $5.21M | Buy |
12,538
+67
| +0.5% | +$27.8K | 1.21% | 10 |
|
|
2021
Q4 | $5.44M | Sell |
12,471
-715
| -5% | -$312K | 1.39% | 10 |
|
|
2021
Q3 | $5.2M | Sell |
13,186
-44
| -0.3% | -$17.4K | 1.44% | 10 |
|
|
2021
Q2 | $5.21M | Buy |
13,230
+561
| +4% | +$221K | 1.51% | 10 |
|
|
2021
Q1 | $4.62M | Sell |
12,669
-112
| -0.9% | -$40.8K | 1.39% | 8 |
|
|
2020
Q4 | $4.39M | Sell |
12,781
-1,043
| -8% | -$358K | 1.61% | 8 |
|
|
2020
Q3 | $4.25M | Sell |
13,824
-425
| -3% | -$131K | 1.8% | 7 |
|
|
2020
Q2 | $4.04M | Sell |
14,249
-4
| -0% | -$1.13K | 1.74% | 7 |
|
|
2020
Q1 | $3.38M | Sell |
14,253
-3,903
| -21% | -$924K | 1.72% | 6 |
|
|
2019
Q4 | $5.37M | Sell |
18,156
-37
| -0.2% | -$10.9K | 2.07% | 6 |
|
|
2019
Q3 | $4.96M | Sell |
18,193
-120
| -0.7% | -$32.7K | 2.04% | 6 |
|
|
2019
Q2 | $4.93M | Sell |
18,313
-22
| -0.1% | -$5.92K | 2.01% | 7 |
|
|
2019
Q1 | $4.76M | Sell |
18,335
-621
| -3% | -$161K | 2.04% | 7 |
|
|
2018
Q4 | $4.36M | Sell |
18,956
-46
| -0.2% | -$10.6K | 2.08% | 7 |
|
|
2018
Q3 | $5.07M | Sell |
19,002
-25
| -0.1% | -$6.68K | 2.17% | 5 |
|
|
2018
Q2 | $4.75M | Sell |
19,027
-107
| -0.6% | -$26.7K | 2.01% | 8 |
|
|
2018
Q1 | $4.63M | Sell |
19,134
-1,364
| -7% | -$330K | 1.89% | 9 |
|
|
2017
Q4 | $5.03M | Sell |
20,498
-6,063
| -23% | -$1.49M | 2.04% | 9 |
|
|
2017
Q3 | $6.13M | Sell |
26,561
-1,542
| -5% | -$356K | 2.55% | 9 |
|
|
2017
Q2 | $6.24M | Sell |
28,103
-53
| -0.2% | -$11.8K | 2.52% | 10 |
|
|
2017
Q1 | $6.09M | Sell |
28,156
-672
| -2% | -$145K | 2.63% | 10 |
|
|
2016
Q4 | $5.92M | Buy |
28,828
+70
| +0.2% | +$14.4K | 2.96% | 10 |
|
|
2016
Q3 | $5.71M | Buy |
28,758
+633
| +2% | +$126K | 3.01% | 9 |
|
|
2016
Q2 | $5.41M | Buy |
28,125
+5,358
| +24% | +$1.03M | 2.18% | 9 |
|
|
2016
Q1 | $4.29M | Sell |
22,767
-2,870
| -11% | -$541K | 2.79% | 8 |
|
|
2015
Q4 | $4.79M | Hold |
25,637
| – | – | 1.95% | 7 |
|
|
2015
Q3 | $4.51M | Sell |
25,637
-2,750
| -10% | -$483K | 1.98% | 8 |
|
|
2015
Q2 | $5.36M | Buy |
+28,387
| New | +$5.36M | 3.01% | 6 |
|