Lakeshore Financial Planning’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 | $21.1M | Buy |
37,073
+270
| +0.7% | +$153K | 8.46% | 4 |
|
|
2025
Q1 | $18.9M | Sell |
36,803
-87
| -0.2% | -$44.7K | 7.88% | 4 |
|
|
2024
Q4 | $19.9M | Buy |
36,890
+944
| +3% | +$509K | 8.48% | 4 |
|
|
2024
Q3 | $19M | Buy |
35,946
+2,416
| +7% | +$1.27M | 8.36% | 2 |
|
|
2024
Q2 | $16.8M | Buy |
33,530
+123
| +0.4% | +$61.5K | 8.19% | 3 |
|
|
2024
Q1 | $16.1M | Sell |
33,407
-80
| -0.2% | -$38.5K | 8.13% | 5 |
|
|
2023
Q4 | $14.6M | Sell |
33,487
-89
| -0.3% | -$38.9K | 8.13% | 6 |
|
|
2023
Q3 | $13.2M | Buy |
+33,576
| New | +$13.2M | 7.52% | 6 |
|