Johnson Financial Group LLC (Colorado)’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 | $4.3M | Buy |
7,572
+1,100
| +17% | +$625K | 0.41% | 14 |
|
|
2025
Q1 | $3.33M | Buy |
+6,472
| New | +$3.33M | 0.35% | 16 |
|
|
2024
Q4 | – | Sell |
-523
| Closed | -$276K | – | 51 |
|
|
2024
Q3 | $276K | Buy |
+523
| New | +$276K | 0.03% | 42 |
|
|
2022
Q2 | – | Sell |
-6,201
| Closed | -$2.57M | – | 60 |
|
|
2022
Q1 | $2.57M | Hold |
6,201
| – | – | 0.43% | 15 |
|
|
2021
Q4 | $2.71M | Hold |
6,201
| – | – | 0.44% | 14 |
|
|
2021
Q3 | $2.45M | Hold |
6,201
| – | – | 0.48% | 15 |
|
|
2021
Q2 | $2.44M | Hold |
6,201
| – | – | 0.47% | 14 |
|
|
2021
Q1 | $2.26M | Buy |
+6,201
| New | +$2.26M | 0.53% | 14 |
|