JPG
Jordan Park Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Sell |
16,857
-1,316
| -7% | -$748K | 0.62% | 18 |
|
|
2025
Q1 | $9.34M | Hold |
18,173
| – | – | 0.68% | 15 |
|
|
2024
Q4 | $9.79M | Buy |
18,173
+15,031
| +478% | +$8.1M | 0.72% | 16 |
|
|
2024
Q3 | $1.66M | Buy |
+3,142
| New | +$1.66M | 0.11% | 39 |
|
|
2022
Q4 | – | Sell |
-698
| Closed | -$229K | – | 45 |
|
|
2022
Q3 | $229K | Sell |
698
-83,137
| -99% | -$27.3M | 0.02% | 40 |
|
|
2022
Q2 | $29.1M | Buy |
83,835
+44,900
| +115% | +$15.6M | 2.84% | 9 |
|
|
2022
Q1 | $16.2M | Sell |
38,935
-6,057
| -13% | -$2.51M | 1.44% | 9 |
|
|
2021
Q4 | $19.6M | Sell |
44,992
-154,416
| -77% | -$67.4M | 1.41% | 9 |
|
|
2021
Q3 | $78.6M | Buy |
+199,408
| New | +$78.6M | 3.67% | 9 |
|
|
2020
Q2 | – | Sell |
-15,376
| Closed | -$3.64M | – | 42 |
|
|
2020
Q1 | $3.64M | Sell |
15,376
-1,224
| -7% | -$290K | 0.3% | 17 |
|
|
2019
Q4 | $4.91M | Buy |
16,600
+153
| +0.9% | +$45.3K | 0.35% | 19 |
|
|
2019
Q3 | $4.48M | Buy |
16,447
+473
| +3% | +$129K | 0.37% | 19 |
|
|
2019
Q2 | $4.32M | Hold |
15,974
| – | – | 0.4% | 19 |
|
|
2019
Q1 | $4.15M | Buy |
15,974
+31
| +0.2% | +$8.05K | 0.41% | 17 |
|
|
2018
Q4 | $3.66M | Sell |
15,943
-1,280
| -7% | -$294K | 0.55% | 14 |
|
|
2018
Q3 | $4.62M | Hold |
17,223
| – | – | 0.76% | 11 |
|
|
2018
Q2 | $4.32M | Hold |
17,223
| – | – | 0.65% | 11 |
|
|
2018
Q1 | $4.17M | Hold |
17,223
| – | – | 0.98% | 10 |
|
|
2017
Q4 | $4.23M | Buy |
+17,223
| New | +$4.23M | 0.99% | 10 |
|