LB
Legacy Bridge’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
1,214
+17
| +1% | +$9.66K | 0.33% | 94 |
|
|
2025
Q1 | $615K | Buy |
1,197
+5
| +0.4% | +$2.57K | 0.34% | 95 |
|
|
2024
Q4 | $642K | Hold |
1,192
| – | – | 0.33% | 99 |
|
|
2024
Q3 | $629K | Buy |
1,192
+40
| +3% | +$21.1K | 0.34% | 98 |
|
|
2024
Q2 | $576K | Hold |
1,152
| – | – | 0.34% | 93 |
|
|
2024
Q1 | $554K | Sell |
1,152
-375
| -25% | -$180K | 0.32% | 93 |
|
|
2023
Q4 | $667K | Hold |
1,527
| – | – | 0.43% | 87 |
|
|
2023
Q3 | $600K | Hold |
1,527
| – | – | 0.43% | 89 |
|
|
2023
Q2 | $622K | Buy |
1,527
+65
| +4% | +$26.5K | 0.42% | 90 |
|
|
2023
Q1 | $550K | Hold |
1,462
| – | – | 0.38% | 97 |
|
|
2022
Q4 | $514K | Hold |
1,462
| – | – | 0.37% | 98 |
|
|
2022
Q3 | $480K | Hold |
1,462
| – | – | 0.38% | 96 |
|
|
2022
Q2 | $507K | Hold |
1,462
| – | – | 0.37% | 100 |
|
|
2022
Q1 | $607K | Hold |
1,462
| – | – | 0.35% | 105 |
|
|
2021
Q4 | $638K | Hold |
1,462
| – | – | 0.33% | 106 |
|
|
2021
Q3 | $577K | Sell |
1,462
-100
| -6% | -$39.5K | 0.33% | 105 |
|
|
2021
Q2 | $615K | Hold |
1,562
| – | – | 0.35% | 104 |
|
|
2021
Q1 | $569K | Hold |
1,562
| – | – | 0.37% | 96 |
|
|
2020
Q4 | $537K | Buy |
1,562
+70
| +5% | +$24.1K | 0.39% | 92 |
|
|
2020
Q3 | $459K | Buy |
1,492
+1,195
| +402% | +$368K | 0.42% | 84 |
|
|
2020
Q2 | $84K | Hold |
297
| – | – | 0.09% | 151 |
|
|
2020
Q1 | $70K | Hold |
297
| – | – | 0.09% | 154 |
|
|
2019
Q4 | $88K | Hold |
297
| – | – | 0.07% | 169 |
|
|
2019
Q3 | $81K | Hold |
297
| – | – | 0.08% | 165 |
|
|
2019
Q2 | $80K | Hold |
297
| – | – | 0.08% | 165 |
|
|
2019
Q1 | $77K | Hold |
297
| – | – | 0.08% | 164 |
|
|
2018
Q4 | $68K | Buy |
+297
| New | +$68K | 0.08% | 159 |
|