Lakeside Advisors’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 | $426K | Hold |
750
| – | – | 0.27% | 42 |
|
|
2025
Q1 | $385K | Hold |
750
| – | – | 0.26% | 47 |
|
|
2024
Q4 | $404K | Sell |
750
-650
| -46% | -$350K | 0.27% | 45 |
|
|
2024
Q3 | $739K | Hold |
1,400
| – | – | 0.46% | 33 |
|
|
2024
Q2 | $700K | Hold |
1,400
| – | – | 0.45% | 34 |
|
|
2024
Q1 | $673K | Hold |
1,400
| – | – | 0.43% | 35 |
|
|
2023
Q4 | $612K | Hold |
1,400
| – | – | 0.42% | 35 |
|
|
2023
Q3 | $550K | Hold |
1,400
| – | – | 0.42% | 37 |
|
|
2023
Q2 | $570K | Hold |
1,400
| – | – | 0.42% | 35 |
|
|
2023
Q1 | $526K | Buy |
1,400
+100
| +8% | +$37.6K | 0.41% | 35 |
|
|
2022
Q4 | $457K | Hold |
1,300
| – | – | 0.37% | 38 |
|
|
2022
Q3 | $427K | Hold |
1,300
| – | – | 0.38% | 38 |
|
|
2022
Q2 | $451K | Sell |
1,300
-3,380
| -72% | -$1.17M | 0.38% | 36 |
|
|
2022
Q1 | $1.94M | Hold |
4,680
| – | – | 1.47% | 16 |
|
|
2021
Q4 | $2.04M | Buy |
+4,680
| New | +$2.04M | 1.51% | 15 |
|