Lake Hills 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
Q2 | $32M | Buy |
56,333
+55,219
| +4,957% | +$31.4M | 18.32% | 1 |
|
|
2025
Q1 | $572K | Sell |
1,114
-413
| -27% | -$212K | 0.4% | 25 |
|
|
2024
Q4 | $823K | Hold |
1,527
| – | – | 0.56% | 37 |
|
|
2024
Q3 | $806K | Buy |
1,527
+385
| +34% | +$203K | 0.54% | 36 |
|
|
2024
Q2 | $571K | Sell |
1,142
-3
| -0.3% | -$1.5K | 0.41% | 35 |
|
|
2024
Q1 | $550K | Hold |
1,145
| – | – | 0.49% | 34 |
|
|
2023
Q4 | $500K | Hold |
1,145
| – | – | 0.5% | 27 |
|
|
2023
Q3 | $449K | Hold |
1,145
| – | – | 0.45% | 25 |
|
|
2023
Q2 | $466K | Sell |
1,145
-16
| -1% | -$6.51K | 0.51% | 31 |
|
|
2023
Q1 | $436K | Sell |
1,161
-21
| -2% | -$7.89K | 0.46% | 24 |
|
|
2022
Q4 | $415K | Buy |
+1,182
| New | +$415K | 0.41% | 34 |
|
|
2022
Q3 | – | Sell |
-1,221
| Closed | -$423K | – | 28 |
|
|
2022
Q2 | $423K | Sell |
1,221
-4,008
| -77% | -$1.39M | 0.31% | 23 |
|
|
2022
Q1 | $2.17M | Sell |
5,229
-627
| -11% | -$260K | 1.56% | 17 |
|
|
2021
Q4 | $2.56M | Buy |
+5,856
| New | +$2.56M | 1.81% | 18 |
|