Lane & Associates’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 | $910K | Buy |
1,770
+271
| +18% | +$139K | 0.49% | 41 |
|
|
2024
Q4 | $830K | Sell |
1,499
-16
| -1% | -$8.86K | 0.43% | 47 |
|
|
2024
Q3 | $799K | Buy |
1,515
+6
| +0.4% | +$3.17K | 0.44% | 46 |
|
|
2024
Q2 | $755K | Buy |
1,509
+38
| +3% | +$19K | 0.45% | 47 |
|
|
2024
Q1 | $707K | Buy |
1,471
+19
| +1% | +$9.14K | 0.45% | 51 |
|
|
2023
Q4 | $634K | Buy |
1,452
+200
| +16% | +$87.4K | 0.46% | 48 |
|
|
2023
Q3 | $492K | Sell |
1,252
-108
| -8% | -$42.4K | 0.39% | 53 |
|
|
2023
Q2 | $554K | Sell |
1,360
-125
| -8% | -$50.9K | 0.44% | 47 |
|
|
2023
Q1 | $558K | Buy |
1,485
+131
| +10% | +$49.3K | 0.5% | 45 |
|
|
2022
Q4 | $476K | Buy |
+1,354
| New | +$476K | 0.45% | 49 |
|