Hudson Value Partners’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 | $452K | Sell |
796
-741
| -48% | -$421K | 0.16% | 86 |
|
|
2025
Q1 | $790K | Hold |
1,537
| – | – | 0.3% | 65 |
|
|
2024
Q4 | $828K | Sell |
1,537
-100
| -6% | -$53.9K | 0.31% | 62 |
|
|
2024
Q3 | $864K | Hold |
1,637
| – | – | 0.34% | 60 |
|
|
2024
Q2 | $819K | Sell |
1,637
-23
| -1% | -$11.5K | 0.35% | 62 |
|
|
2024
Q1 | $798K | Sell |
1,660
-7
| -0.4% | -$3.37K | 0.34% | 61 |
|
|
2023
Q4 | $728K | Buy |
1,667
+70
| +4% | +$30.6K | 0.34% | 65 |
|
|
2023
Q3 | $627K | Buy |
1,597
+50
| +3% | +$19.6K | 0.33% | 68 |
|
|
2023
Q2 | $630K | Buy |
1,547
+393
| +34% | +$160K | 0.32% | 69 |
|
|
2023
Q1 | $434K | Buy |
1,154
+57
| +5% | +$21.4K | 0.25% | 78 |
|
|
2022
Q4 | $385K | Hold |
1,097
| – | – | 0.24% | 82 |
|
|
2022
Q3 | $360K | Sell |
1,097
-200
| -15% | -$65.6K | 0.24% | 84 |
|
|
2022
Q2 | $450K | Sell |
1,297
-26
| -2% | -$9.02K | 0.29% | 77 |
|
|
2022
Q1 | $549K | Sell |
1,323
-22
| -2% | -$9.13K | 0.28% | 81 |
|
|
2021
Q4 | $587K | Hold |
1,345
| – | – | 0.28% | 77 |
|
|
2021
Q3 | $530K | Buy |
1,345
+661
| +97% | +$260K | 0.29% | 79 |
|
|
2021
Q2 | $269K | Buy |
+684
| New | +$269K | 0.15% | 104 |
|