L.J. Altfest & Co’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 | $735K | Buy |
1,294
+89
| +7% | +$50.6K | 0.09% | 163 |
|
|
2025
Q1 | $619K | Sell |
1,205
-101
| -8% | -$51.9K | 0.08% | 179 |
|
|
2024
Q4 | $704K | Sell |
1,306
-1,565
| -55% | -$843K | 0.09% | 159 |
|
|
2024
Q3 | $1.52M | Buy |
2,871
+2,260
| +370% | +$1.19M | 0.2% | 85 |
|
|
2024
Q2 | $306K | Buy |
611
+3
| +0.5% | +$1.5K | 0.04% | 253 |
|
|
2024
Q1 | $292K | Buy |
608
+11
| +2% | +$5.28K | 0.04% | 266 |
|
|
2023
Q4 | $261K | Buy |
597
+1
| +0.2% | +$437 | 0.04% | 265 |
|
|
2023
Q3 | $234K | Sell |
596
-20
| -3% | -$7.85K | 0.04% | 271 |
|
|
2023
Q2 | $251K | Buy |
616
+2
| +0.3% | +$815 | 0.04% | 264 |
|
|
2023
Q1 | $231K | Sell |
614
-49
| -7% | -$18.4K | 0.04% | 252 |
|
|
2022
Q4 | $233K | Sell |
663
-494
| -43% | -$174K | 0.04% | 234 |
|
|
2022
Q3 | $380K | Buy |
1,157
+4
| +0.3% | +$1.31K | 0.07% | 174 |
|
|
2022
Q2 | $400K | Buy |
1,153
+93
| +9% | +$32.3K | 0.07% | 171 |
|
|
2022
Q1 | $440K | Sell |
1,060
-12
| -1% | -$4.98K | 0.08% | 162 |
|
|
2021
Q4 | $468K | Buy |
1,072
+31
| +3% | +$13.5K | 0.09% | 160 |
|
|
2021
Q3 | $411K | Buy |
1,041
+403
| +63% | +$159K | 0.09% | 161 |
|
|
2021
Q2 | $251K | Buy |
638
+3
| +0.5% | +$1.18K | 0.05% | 230 |
|
|
2021
Q1 | $231K | Buy |
+635
| New | +$231K | 0.05% | 243 |
|