Liberty Wealth 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 | $4.53M | Sell |
7,982
-77
| -1% | -$43.7K | 0.71% | 38 |
|
|
2025
Q1 | $3.67M | Buy |
8,059
+485
| +6% | +$221K | 0.7% | 38 |
|
|
2024
Q4 | $4.08M | Sell |
7,574
-1,092
| -13% | -$589K | 0.68% | 37 |
|
|
2024
Q3 | $4.57M | Sell |
8,666
-260,851
| -97% | -$138M | 0.78% | 34 |
|
|
2024
Q2 | $4.26M | Buy |
269,517
+260,474
| +2,880% | +$4.12M | 0.78% | 33 |
|
|
2024
Q1 | $4.35M | Buy |
9,043
+6,107
| +208% | +$2.94M | 0.85% | 30 |
|
|
2023
Q4 | $3.73M | Sell |
2,936
-5,823
| -66% | -$7.4M | 0.8% | 29 |
|
|
2023
Q3 | $3.44M | Buy |
8,759
+325
| +4% | +$128K | 0.86% | 30 |
|
|
2023
Q2 | $3.44M | Buy |
8,434
+128
| +2% | +$52.1K | 0.85% | 28 |
|
|
2023
Q1 | $3.12M | Buy |
+8,306
| New | +$3.12M | 0.64% | 39 |
|
|
2022
Q3 | $2.64M | Buy |
8,052
+76
| +1% | +$24.9K | 0.7% | 25 |
|
|
2022
Q2 | $2.77M | Sell |
7,976
-11
| -0.1% | -$3.82K | 1.12% | 19 |
|
|
2022
Q1 | $3.32M | Buy |
7,987
+6,774
| +558% | +$2.81M | 1.2% | 18 |
|
|
2021
Q4 | $4.05K | Sell |
1,213
-7,153
| -86% | -$23.9K | 0.18% | 35 |
|
|
2021
Q3 | $3.3M | Buy |
8,366
+46
| +0.6% | +$18.1K | 1.18% | 16 |
|
|
2021
Q2 | $3.14M | Sell |
8,320
-1,442
| -15% | -$545K | 1.22% | 18 |
|
|
2021
Q1 | $3.38M | Hold |
9,762
| – | – | 1.65% | 16 |
|
|
2020
Q4 | $3.38M | Sell |
9,762
-1,628
| -14% | -$563K | 1.65% | 16 |
|
|
2020
Q3 | $3.5M | Sell |
11,390
-119
| -1% | -$36.6K | 2.07% | 9 |
|
|
2020
Q2 | $3.26M | Hold |
11,509
| – | – | 2.3% | 9 |
|
|
2020
Q1 | $2.73M | Buy |
11,509
+514
| +5% | +$122K | 2.38% | 7 |
|
|
2019
Q4 | $3.25M | Buy |
10,995
+131
| +1% | +$38.7K | 2.56% | 8 |
|
|
2019
Q3 | $2.96M | Sell |
10,864
-84
| -0.8% | -$22.9K | 2.8% | 6 |
|
|
2019
Q2 | $2.95M | Buy |
10,948
+90
| +0.8% | +$24.2K | 2.58% | 6 |
|
|
2019
Q1 | $2.82M | Sell |
10,858
-5
| -0% | -$1.3K | 2.12% | 8 |
|
|
2018
Q4 | $2.5M | Buy |
+10,863
| New | +$2.5M | 1.86% | 10 |
|