Lincoln Capital’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
$353K Buy
622
+9
+1% +$5.11K 0.07% 101
2025
Q1
$297K Buy
613
+5
+0.8% +$2.42K 0.06% 103
2024
Q4
$327K Buy
608
+11
+2% +$5.92K 0.07% 94
2024
Q3
$315K Sell
597
-242
-29% -$128K 0.07% 92
2024
Q2
$420K Buy
839
+265
+46% +$133K 0.09% 80
2024
Q1
$276K Sell
574
-25
-4% -$12K 0.06% 94
2023
Q4
$262K Buy
599
+1
+0.2% +$437 0.06% 94
2023
Q3
$235K Buy
598
+8
+1% +$3.15K 0.06% 93
2023
Q2
$240K Buy
590
+5
+0.9% +$2.04K 0.06% 95
2023
Q1
$220K Buy
585
+16
+3% +$6.03K 0.06% 101
2022
Q4
$200K Buy
+569
New +$200K 0.06% 100
2022
Q2
Sell
-530
Closed -$220K 114
2022
Q1
$220K Buy
530
+5
+1% +$2.08K 0.05% 107
2021
Q4
$229K Buy
+525
New +$229K 0.06% 99