LC
Lindbrook Capital’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.55M | Buy |
12,748
+258
| +2% | +$133K | 0.6% | 26 |
|
|
2024
Q4 | $6.73M | Buy |
12,490
+3,781
| +43% | +$2.04M | 0.61% | 25 |
|
|
2024
Q3 | $4.6M | Sell |
8,709
-168
| -2% | -$88.7K | 0.41% | 38 |
|
|
2024
Q2 | $4.44M | Buy |
8,877
+437
| +5% | +$219K | 0.42% | 39 |
|
|
2024
Q1 | $4.06M | Buy |
8,440
+99
| +1% | +$47.6K | 0.38% | 48 |
|
|
2023
Q4 | $3.64M | Buy |
8,341
+21
| +0.3% | +$9.17K | 0.36% | 49 |
|
|
2023
Q3 | $3.27M | Sell |
8,320
-1,191
| -13% | -$468K | 0.37% | 49 |
|
|
2023
Q2 | $3.87M | Sell |
9,511
-1
| -0% | -$407 | 0.41% | 44 |
|
|
2023
Q1 | $3.58M | Hold |
9,512
| – | – | 0.42% | 45 |
|
|
2022
Q4 | $3.34M | Buy |
9,512
+21
| +0.2% | +$7.38K | 0.41% | 50 |
|
|
2022
Q3 | $3.12M | Sell |
9,491
-47
| -0.5% | -$15.4K | 0.53% | 26 |
|
|
2022
Q2 | $3.31M | Sell |
9,538
-339
| -3% | -$118K | 0.55% | 26 |
|
|
2022
Q1 | $4.1M | Buy |
9,877
+156
| +2% | +$64.8K | 0.63% | 24 |
|
|
2021
Q4 | $4.24M | Buy |
9,721
+15
| +0.2% | +$6.55K | 0.65% | 22 |
|
|
2021
Q3 | $3.83M | Hold |
9,706
| – | – | 1% | 11 |
|
|
2021
Q2 | $3.82M | Buy |
9,706
+2
| +0% | +$787 | 0.85% | 17 |
|
|
2021
Q1 | $3.54M | Buy |
9,704
+63
| +0.7% | +$23K | 0.8% | 19 |
|
|
2020
Q4 | $3.31M | Hold |
9,641
| – | – | 0.81% | 19 |
|
|
2020
Q3 | $2.97M | Sell |
9,641
-460
| -5% | -$142K | 0.82% | 19 |
|
|
2020
Q2 | $2.86M | Hold |
10,101
| – | – | 0.85% | 18 |
|
|
2020
Q1 | $2.39M | Hold |
10,101
| – | – | 0.9% | 18 |
|
|
2019
Q4 | $2.99M | Hold |
10,101
| – | – | 1.04% | 12 |
|
|
2019
Q3 | $2.75M | Hold |
10,101
| – | – | 1.04% | 12 |
|
|
2019
Q2 | $2.72M | Hold |
10,101
| – | – | 1.05% | 11 |
|
|
2019
Q1 | $2.62M | Hold |
10,101
| – | – | 1.04% | 10 |
|
|
2018
Q4 | $2.32M | Buy |
+10,101
| New | +$2.32M | 1.14% | 10 |
|