Laidlaw Wealth 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
Q1 | – | Sell |
-1,022
| Closed | -$551K | – | 159 |
|
|
2024
Q4 | $551K | Sell |
1,022
-26
| -2% | -$14K | 0.24% | 100 |
|
|
2024
Q3 | $553K | Buy |
1,048
+24
| +2% | +$12.7K | 0.27% | 103 |
|
|
2024
Q2 | $512K | Buy |
+1,024
| New | +$512K | 0.28% | 99 |
|
|
2024
Q1 | – | Sell |
-469
| Closed | -$205K | – | 242 |
|
|
2023
Q4 | $205K | Sell |
469
-830
| -64% | -$362K | 0.07% | 228 |
|
|
2023
Q3 | $510K | Sell |
1,299
-11,158
| -90% | -$4.38M | 0.17% | 138 |
|
|
2023
Q2 | $5.07M | Buy |
12,457
+199
| +2% | +$81K | 0.99% | 18 |
|
|
2023
Q1 | $4.61M | Sell |
12,258
-1,300
| -10% | -$489K | 0.94% | 18 |
|
|
2022
Q4 | $4.76M | Sell |
13,558
-663
| -5% | -$233K | 1.02% | 14 |
|
|
2022
Q3 | $4.67M | Buy |
14,221
+653
| +5% | +$214K | 1.09% | 16 |
|
|
2022
Q2 | $4.71M | Sell |
13,568
-199
| -1% | -$69K | 0.96% | 13 |
|
|
2022
Q1 | $5.72M | Sell |
13,767
-448
| -3% | -$186K | 0.95% | 19 |
|
|
2021
Q4 | $6.21M | Buy |
+14,215
| New | +$6.21M | 0.99% | 16 |
|
|
2021
Q1 | – | Sell |
-13,796
| Closed | -$4.74M | – | 363 |
|
|
2020
Q4 | $4.74M | Buy |
13,796
+12,799
| +1,284% | +$4.4M | 1% | 12 |
|
|
2020
Q3 | $307K | Sell |
997
-70
| -7% | -$21.6K | 0.14% | 150 |
|
|
2020
Q2 | $302K | Buy |
+1,067
| New | +$302K | 0.16% | 131 |
|