Joseph Group Capital Management’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 | $173K | Buy |
305
+80
| +36% | +$45.4K | 0.06% | 59 |
|
|
2025
Q1 | $115K | Buy |
225
+3
| +1% | +$1.54K | 0.04% | 59 |
|
|
2024
Q4 | $120K | Buy |
222
+3
| +1% | +$1.62K | 0.05% | 59 |
|
|
2024
Q3 | $116K | Buy |
219
+53
| +32% | +$28K | 0.04% | 58 |
|
|
2024
Q2 | $83K | Hold |
166
| – | – | 0.04% | 54 |
|
|
2024
Q1 | $79.8K | Buy |
166
+2
| +1% | +$961 | 0.04% | 59 |
|
|
2023
Q4 | $71.6K | Hold |
164
| – | – | 0.04% | 62 |
|
|
2023
Q3 | $64.4K | Hold |
164
| – | – | 0.05% | 58 |
|
|
2023
Q2 | $66.8K | Sell |
164
-15
| -8% | -$6.11K | 0.06% | 59 |
|
|
2023
Q1 | $67.3K | Sell |
179
-382
| -68% | -$144K | 0.06% | 62 |
|
|
2022
Q4 | $197K | Buy |
561
+549
| +4,575% | +$193K | 0.19% | 53 |
|
|
2022
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 78 |
|
|
2022
Q2 | $4K | Hold |
12
| – | – | ﹤0.01% | 68 |
|
|
2022
Q1 | $5K | Buy |
+12
| New | +$5K | 0.01% | 67 |
|