HS
Horan Securities’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 | $1.76M | Buy |
3,106
+49
| +2% | +$27.8K | 0.62% | 13 |
|
2025
Q1 | $1.57M | Buy |
3,057
+8
| +0.3% | +$4.11K | 0.59% | 10 |
|
2024
Q4 | $1.64M | Buy |
3,049
+52
| +2% | +$28K | 0.62% | 10 |
|
2024
Q3 | $1.58M | Sell |
2,997
-126
| -4% | -$66.5K | 0.61% | 9 |
|
2024
Q2 | $1.56M | Sell |
3,123
-90
| -3% | -$45K | 0.68% | 9 |
|
2024
Q1 | $1.54M | Sell |
3,213
-365
| -10% | -$175K | 0.73% | 9 |
|
2023
Q4 | $1.56M | Sell |
3,578
-58
| -2% | -$25.3K | 0.79% | 9 |
|
2023
Q3 | $1.43M | Sell |
3,636
-438
| -11% | -$172K | 0.76% | 9 |
|
2023
Q2 | $1.66M | Sell |
4,074
-4
| -0.1% | -$1.63K | 0.7% | 15 |
|
2023
Q1 | $1.53M | Buy |
4,078
+253
| +7% | +$95.1K | 0.79% | 11 |
|
2022
Q4 | $1.34M | Sell |
3,825
-531
| -12% | -$187K | 0.76% | 12 |
|
2022
Q3 | $1.43M | Sell |
4,356
-230
| -5% | -$75.5K | 0.88% | 11 |
|
2022
Q2 | $1.61M | Buy |
4,586
+4,333
| +1,713% | +$1.52M | 0.97% | 13 |
|
2022
Q1 | $105K | Hold |
253
| – | – | 0.06% | 121 |
|
2021
Q4 | $110K | Buy |
+253
| New | +$110K | 0.07% | 123 |
|
2021
Q2 | $115K | Buy |
292
+100
| +52% | +$39.4K | 0.08% | 114 |
|
2021
Q1 | $70K | Sell |
192
-307
| -62% | -$112K | 0.06% | 115 |
|
2020
Q4 | $172K | Buy |
499
+352
| +239% | +$121K | 0.14% | 52 |
|
2020
Q3 | $45K | Buy |
147
+127
| +635% | +$38.9K | 0.04% | 109 |
|
2020
Q2 | $6K | Sell |
20
-225
| -92% | -$67.5K | 0.01% | 232 |
|
2020
Q1 | $58K | Buy |
+245
| New | +$58K | 0.08% | 61 |
|
2019
Q4 | – | Sell |
-20
| Closed | -$5K | – | 225 |
|
2019
Q3 | $5K | Hold |
20
| – | – | 0.01% | 203 |
|
2019
Q2 | $5K | Hold |
20
| – | – | 0.01% | 228 |
|
2019
Q1 | $5K | Hold |
20
| – | – | 0.01% | 191 |
|
2018
Q4 | $5K | Hold |
20
| – | – | 0.01% | 177 |
|
2018
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 171 |
|
2018
Q2 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 174 |
|