Horizon Family Wealth’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 | $1.72M | Hold |
3,024
| – | – | 1.05% | 23 |
|
|
2025
Q1 | $1.55M | Sell |
3,024
-158
| -5% | -$81.2K | 1.04% | 20 |
|
|
2024
Q4 | $1.71M | Sell |
3,182
-724
| -19% | -$390K | 1.14% | 19 |
|
|
2024
Q3 | $2.06M | Buy |
3,906
+397
| +11% | +$209K | 1.47% | 17 |
|
|
2024
Q2 | $1.75M | Sell |
3,509
-77
| -2% | -$38.5K | 1.34% | 17 |
|
|
2024
Q1 | $1.72M | Buy |
3,586
+137
| +4% | +$65.8K | 1.33% | 16 |
|
|
2023
Q4 | $1.51M | Buy |
3,449
+9
| +0.3% | +$3.93K | 1.27% | 18 |
|
|
2023
Q3 | $1.35M | Sell |
3,440
-102
| -3% | -$40.1K | 1.31% | 17 |
|
|
2023
Q2 | $1.44M | Buy |
3,542
+159
| +5% | +$64.8K | 1.38% | 18 |
|
|
2023
Q1 | $1.27M | Buy |
3,383
+59
| +2% | +$22.2K | 1.35% | 16 |
|
|
2022
Q4 | $1.17M | Buy |
3,324
+31
| +0.9% | +$10.9K | 1.34% | 16 |
|
|
2022
Q3 | $1.08M | Buy |
3,293
+108
| +3% | +$35.5K | 1.32% | 21 |
|
|
2022
Q2 | $1.11M | Buy |
3,185
+15
| +0.5% | +$5.2K | 1.28% | 20 |
|
|
2022
Q1 | $1.32M | Buy |
3,170
+297
| +10% | +$123K | 1.3% | 21 |
|
|
2021
Q4 | $1.25M | Buy |
+2,873
| New | +$1.25M | 1.28% | 23 |
|