Leisure Capital Management’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 | $244K | Sell |
430
-300
| -41% | -$170K | 0.09% | 121 |
|
2025
Q1 | $375K | Sell |
730
-5,991
| -89% | -$3.08M | 0.15% | 106 |
|
2024
Q4 | $3.62M | Buy |
+6,721
| New | +$3.62M | 1.42% | 13 |
|
2024
Q1 | – | Sell |
-3,768
| Closed | -$1.65M | – | 138 |
|
2023
Q4 | $1.65M | Buy |
+3,768
| New | +$1.65M | 0.89% | 30 |
|
2023
Q1 | – | Sell |
-9,940
| Closed | -$3.49M | – | 147 |
|
2022
Q4 | $3.49M | Buy |
+9,940
| New | +$3.49M | 1.8% | 7 |
|
2022
Q1 | – | Sell |
-1,171
| Closed | -$511K | – | 154 |
|
2021
Q4 | $511K | Buy |
+1,171
| New | +$511K | 0.24% | 107 |
|