Landmark Wealth Management (New York)’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 | $38.5M | Sell |
67,846
-1,208
| -2% | -$686K | 16.41% | 1 |
|
|
2025
Q1 | $35.5M | Buy |
69,054
+3,786
| +6% | +$1.95M | 15.65% | 1 |
|
|
2024
Q4 | $35.2M | Sell |
65,268
-1,824
| -3% | -$983K | 15.59% | 1 |
|
|
2024
Q3 | $35.4M | Buy |
+67,092
| New | +$35.4M | 15.42% | 1 |
|
|
2024
Q2 | – | Sell |
-68,727
| Closed | -$33M | – | 73 |
|
|
2024
Q1 | $33M | Sell |
68,727
-1,953
| -3% | -$939K | 15.3% | 1 |
|
|
2023
Q4 | $30.9M | Buy |
70,680
+2,818
| +4% | +$1.23M | 15.19% | 1 |
|
|
2023
Q3 | $26.6M | Buy |
+67,862
| New | +$26.6M | 15.14% | 1 |
|
|
2023
Q2 | – | Sell |
-74,137
| Closed | -$27.9M | – | 71 |
|
|
2023
Q1 | $27.9M | Buy |
74,137
+16,294
| +28% | +$6.13M | 15.51% | 1 |
|
|
2022
Q4 | $20.3M | Sell |
57,843
-12,916
| -18% | -$4.54M | 14.7% | 1 |
|
|
2022
Q3 | $23.2M | Buy |
+70,759
| New | +$23.2M | 17.6% | 1 |
|
|
2022
Q2 | – | Sell |
-177,662
| Closed | -$37M | – | 178 |
|
|
2022
Q1 | $37M | Buy |
177,662
+81,368
| +84% | +$16.9M | 19.42% | 1 |
|
|
2021
Q4 | $42K | Buy |
+96,294
| New | +$42K | 24.56% | 1 |
|