Hubbell Strickland Wealth Management’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 | $2.88M | Buy |
5,073
+111
| +2% | +$63K | 1.27% | 15 |
|
2025
Q1 | $2.55M | Buy |
4,962
+17
| +0.3% | +$8.74K | 1.21% | 16 |
|
2024
Q4 | $2.67M | Buy |
4,945
+24
| +0.5% | +$13K | 1.27% | 14 |
|
2024
Q3 | $2.6M | Sell |
4,921
-59
| -1% | -$31.1K | 1.21% | 15 |
|
2024
Q2 | $2.49M | Buy |
4,980
+16
| +0.3% | +$8K | 1.25% | 15 |
|
2024
Q1 | $2.39M | Buy |
4,964
+3
| +0.1% | +$1.44K | 1.21% | 15 |
|
2023
Q4 | $2.17M | Buy |
4,961
+45
| +0.9% | +$19.7K | 1.19% | 15 |
|
2023
Q3 | $1.93M | Sell |
4,916
-21
| -0.4% | -$8.25K | 1.16% | 15 |
|
2023
Q2 | $2.01M | Buy |
4,937
+2
| +0% | +$815 | 1.16% | 15 |
|
2023
Q1 | $1.86M | Buy |
4,935
+26
| +0.5% | +$9.78K | 1.13% | 15 |
|
2022
Q4 | $1.72M | Buy |
4,909
+1,182
| +32% | +$415K | 1.05% | 17 |
|
2022
Q3 | $1.22M | Buy |
3,727
+66
| +2% | +$21.7K | 0.85% | 19 |
|
2022
Q2 | $1.27M | Buy |
3,661
+46
| +1% | +$16K | 0.85% | 21 |
|
2022
Q1 | $1.5M | Buy |
3,615
+67
| +2% | +$27.8K | 0.89% | 19 |
|
2021
Q4 | $1.55M | Buy |
3,548
+34
| +1% | +$14.8K | 0.86% | 18 |
|
2021
Q3 | $1.39M | Buy |
3,514
+318
| +10% | +$125K | 0.84% | 18 |
|
2021
Q2 | $1.26M | Buy |
3,196
+109
| +4% | +$42.9K | 0.76% | 20 |
|
2021
Q1 | $1.13M | Buy |
3,087
+336
| +12% | +$122K | 0.72% | 20 |
|
2020
Q4 | $946K | Buy |
2,751
+235
| +9% | +$80.8K | 0.65% | 24 |
|
2020
Q3 | $774K | Buy |
2,516
+841
| +50% | +$259K | 0.6% | 26 |
|
2020
Q2 | $475K | Buy |
1,675
+660
| +65% | +$187K | 0.4% | 38 |
|
2020
Q1 | $240K | Buy |
+1,015
| New | +$240K | 0.24% | 47 |
|