Helen Stephens Group’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 | $1.9M | Hold |
3,337
| – | – | 0.47% | 32 |
|
|
2025
Q1 | $1.71M | Buy |
3,337
+12
| +0.4% | +$6.17K | 0.49% | 28 |
|
|
2024
Q4 | $1.79M | Sell |
3,325
-123
| -4% | -$66.3K | 0.53% | 28 |
|
|
2024
Q3 | $1.82M | Buy |
3,448
+105
| +3% | +$55.4K | 0.55% | 27 |
|
|
2024
Q2 | $1.67M | Buy |
3,343
+2,095
| +168% | +$1.05M | 0.58% | 27 |
|
|
2024
Q1 | $600K | Buy |
1,248
+140
| +13% | +$67.3K | 0.23% | 44 |
|
|
2023
Q4 | $484K | Buy |
1,108
+7
| +0.6% | +$3.06K | 0.22% | 46 |
|
|
2023
Q3 | $433K | Buy |
1,101
+2
| +0.2% | +$786 | 0.22% | 46 |
|
|
2023
Q2 | $448K | Hold |
1,099
| – | – | 0.23% | 47 |
|
|
2023
Q1 | $413K | Buy |
1,099
+2
| +0.2% | +$752 | 0.21% | 51 |
|
|
2022
Q4 | $385K | Sell |
1,097
-9
| -0.8% | -$3.16K | 0.23% | 53 |
|
|
2022
Q3 | $363K | Buy |
1,106
+3
| +0.3% | +$985 | 0.25% | 48 |
|
|
2022
Q2 | $383K | Sell |
1,103
-77
| -7% | -$26.7K | 0.27% | 42 |
|
|
2022
Q1 | $490K | Buy |
1,180
+118
| +11% | +$49K | 0.34% | 34 |
|
|
2021
Q4 | $464K | Buy |
+1,062
| New | +$464K | 0.37% | 31 |
|