Indie Asset 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 | $669K | Buy |
1,178
+179
| +18% | +$102K | 1.22% | 26 |
|
|
2025
Q1 | $514K | Buy |
999
+62
| +7% | +$31.9K | 0.45% | 37 |
|
|
2024
Q4 | $505K | Buy |
937
+209
| +29% | +$113K | 0.4% | 43 |
|
|
2024
Q3 | $384K | Buy |
728
+114
| +19% | +$60.2K | 0.29% | 60 |
|
|
2024
Q2 | $307K | Buy |
+614
| New | +$307K | 0.24% | 65 |
|
|
2022
Q3 | – | Sell |
-684
| Closed | -$237K | – | 111 |
|
|
2022
Q2 | $237K | Sell |
684
-80
| -10% | -$27.7K | 0.21% | 87 |
|
|
2022
Q1 | $317K | Hold |
764
| – | – | 0.24% | 78 |
|
|
2021
Q4 | $334K | Hold |
764
| – | – | 0.24% | 87 |
|
|
2021
Q3 | $301K | Hold |
764
| – | – | 0.24% | 86 |
|
|
2021
Q2 | $301K | Sell |
764
-50
| -6% | -$19.7K | 0.24% | 82 |
|
|
2021
Q1 | $297K | Sell |
814
-221
| -21% | -$80.6K | 0.34% | 81 |
|
|
2020
Q4 | $356K | Sell |
1,035
-670
| -39% | -$230K | 0.41% | 63 |
|
|
2020
Q3 | $525K | Sell |
1,705
-235
| -12% | -$72.4K | 0.66% | 39 |
|
|
2020
Q2 | $598K | Sell |
1,940
-2,371
| -55% | -$731K | 0.75% | 35 |
|
|
2020
Q1 | $1.02M | Buy |
4,311
+1,641
| +61% | +$389K | 1.27% | 18 |
|
|
2019
Q4 | $790K | Buy |
+2,670
| New | +$790K | 0.84% | 25 |
|