Lee Financial’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 | $968K | Buy |
1,701
+319
| +23% | +$182K | 0.14% | 78 |
|
|
2025
Q1 | $710K | Buy |
1,382
+283
| +26% | +$145K | 0.11% | 88 |
|
|
2024
Q4 | $592K | Buy |
1,099
+90
| +9% | +$48.5K | 0.08% | 104 |
|
|
2024
Q3 | $534K | Sell |
1,009
-54
| -5% | -$28.6K | 0.08% | 109 |
|
|
2024
Q2 | $533K | Hold |
1,063
| – | – | 0.09% | 95 |
|
|
2024
Q1 | $511K | Sell |
1,063
-48
| -4% | -$23.1K | 0.09% | 94 |
|
|
2023
Q4 | $485K | Buy |
1,111
+1
| +0.1% | +$437 | 0.09% | 96 |
|
|
2023
Q3 | $437K | Buy |
1,110
+5
| +0.5% | +$1.97K | 0.08% | 95 |
|
|
2023
Q2 | $452K | Sell |
1,105
-533
| -33% | -$218K | 0.08% | 91 |
|
|
2023
Q1 | $616K | Sell |
1,638
-345
| -17% | -$130K | 0.11% | 78 |
|
|
2022
Q4 | $697K | Sell |
1,983
-41
| -2% | -$14.4K | 0.12% | 81 |
|
|
2022
Q3 | $665K | Sell |
2,024
-249
| -11% | -$81.8K | 0.12% | 79 |
|
|
2022
Q2 | $788K | Sell |
2,273
-735
| -24% | -$255K | 0.14% | 72 |
|
|
2022
Q1 | $1.25M | Buy |
3,008
+2,410
| +403% | +$1M | 0.22% | 59 |
|
|
2021
Q4 | $261K | Buy |
598
+521
| +677% | +$227K | 0.05% | 131 |
|
|
2021
Q3 | $31K | Hold |
77
| – | – | 0.01% | 275 |
|
|
2021
Q2 | $30K | Buy |
77
+25
| +48% | +$9.74K | 0.01% | 275 |
|
|
2021
Q1 | $19K | Sell |
52
-15
| -22% | -$5.48K | ﹤0.01% | 315 |
|
|
2020
Q4 | $23K | Buy |
+67
| New | +$23K | 0.01% | 271 |
|
|
2019
Q3 | – | Sell |
-45
| Closed | -$12K | – | 537 |
|
|
2019
Q2 | $12K | Hold |
45
| – | – | ﹤0.01% | 332 |
|
|
2019
Q1 | $12K | Sell |
45
-325
| -88% | -$86.7K | ﹤0.01% | 317 |
|
|
2018
Q4 | $85K | Hold |
370
| – | – | 0.02% | 154 |
|
|
2018
Q3 | $99K | Hold |
370
| – | – | 0.02% | 165 |
|
|
2018
Q2 | $92K | Hold |
370
| – | – | 0.02% | 218 |
|
|
2018
Q1 | $90K | Sell |
370
-30
| -8% | -$7.3K | 0.02% | 218 |
|
|
2017
Q4 | $98K | Sell |
400
-25
| -6% | -$6.13K | 0.03% | 157 |
|
|
2017
Q3 | $98K | Sell |
425
-25
| -6% | -$5.77K | 0.03% | 147 |
|
|
2017
Q2 | $100K | Hold |
450
| – | – | 0.04% | 147 |
|
|
2017
Q1 | $97K | Hold |
450
| – | – | 0.04% | 139 |
|
|
2016
Q4 | $92K | Buy |
+450
| New | +$92K | 0.05% | 142 |
|