Independent Family Office’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 | $10.8M | Buy |
18,517
+4,069
| +28% | +$2.37M | 4.99% | 6 |
|
|
2025
Q1 | $7.42M | Sell |
14,448
-92
| -0.6% | -$47.3K | 3.91% | 8 |
|
|
2024
Q4 | $7.83M | Sell |
14,540
-308
| -2% | -$166K | 4.07% | 7 |
|
|
2024
Q3 | $7.79M | Buy |
14,848
+1,406
| +10% | +$738K | 3.91% | 7 |
|
|
2024
Q2 | $6.72M | Buy |
13,442
+3,068
| +30% | +$1.53M | 3.84% | 7 |
|
|
2024
Q1 | $4.99M | Buy |
10,374
+447
| +5% | +$215K | 2.68% | 9 |
|
|
2023
Q4 | $4.34M | Buy |
9,927
+885
| +10% | +$387K | 2.45% | 10 |
|
|
2023
Q3 | $3.55M | Buy |
9,042
+197
| +2% | +$77.4K | 2.22% | 12 |
|
|
2023
Q2 | $3.6M | Hold |
8,845
| – | – | 2.18% | 12 |
|
|
2023
Q1 | $3.33M | Buy |
8,845
+1,886
| +27% | +$709K | 1.92% | 14 |
|
|
2022
Q4 | $2.44M | Buy |
6,959
+1,672
| +32% | +$587K | 1.47% | 16 |
|
|
2022
Q3 | $1.74M | Buy |
5,287
+589
| +13% | +$193K | 0.86% | 19 |
|
|
2022
Q2 | $1.63K | Buy |
4,698
+3,380
| +256% | +$1.17K | 0.8% | 18 |
|
|
2022
Q1 | $547K | Buy |
+1,318
| New | +$547K | 0.18% | 43 |
|