Lafayette Investments’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 | $358K | Buy |
630
+8
| +1% | +$4.55K | 0.07% | 117 |
|
|
2025
Q1 | $320K | Buy |
622
+2
| +0.3% | +$1.03K | 0.07% | 118 |
|
|
2024
Q4 | $334K | Buy |
620
+10
| +2% | +$5.39K | 0.07% | 111 |
|
|
2024
Q3 | $322K | Buy |
610
+12
| +2% | +$6.33K | 0.07% | 112 |
|
|
2024
Q2 | $299K | Buy |
598
+3
| +0.5% | +$1.5K | 0.07% | 109 |
|
|
2024
Q1 | $286K | Hold |
595
| – | – | 0.06% | 111 |
|
|
2023
Q4 | $260K | Hold |
595
| – | – | 0.06% | 110 |
|
|
2023
Q3 | $234K | Hold |
595
| – | – | 0.06% | 110 |
|
|
2023
Q2 | $242K | Hold |
595
| – | – | 0.06% | 109 |
|
|
2023
Q1 | $224K | Sell |
595
-123
| -17% | -$46.3K | 0.06% | 110 |
|
|
2022
Q4 | $252K | Sell |
718
-49
| -6% | -$17.2K | 0.07% | 102 |
|
|
2022
Q3 | $252K | Sell |
767
-90
| -11% | -$29.6K | 0.08% | 101 |
|
|
2022
Q2 | $297K | Hold |
857
| – | – | 0.09% | 94 |
|
|
2022
Q1 | $356K | Buy |
857
+1
| +0.1% | +$415 | 0.09% | 96 |
|
|
2021
Q4 | $374K | Buy |
856
+2
| +0.2% | +$874 | 0.09% | 97 |
|
|
2021
Q3 | $337K | Buy |
854
+1
| +0.1% | +$395 | 0.09% | 94 |
|
|
2021
Q2 | $335K | Sell |
853
-33
| -4% | -$13K | 0.09% | 95 |
|
|
2021
Q1 | $323K | Buy |
+886
| New | +$323K | 0.1% | 72 |
|