Linscomb Wealth’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 | $2.2M | Sell |
3,879
-76
| -2% | -$43.2K | 0.1% | 142 |
|
|
2025
Q1 | $2.03M | Sell |
3,955
-1
| -0% | -$514 | 0.1% | 141 |
|
|
2024
Q4 | $2.13M | Sell |
3,956
-75
| -2% | -$40.4K | 0.11% | 140 |
|
|
2024
Q3 | $2.13M | Sell |
4,031
-269
| -6% | -$142K | 0.11% | 139 |
|
|
2024
Q2 | $2.15M | Buy |
4,300
+1,418
| +49% | +$709K | 0.11% | 131 |
|
|
2024
Q1 | $1.39M | Sell |
2,882
-1,391
| -33% | -$669K | 0.07% | 143 |
|
|
2023
Q4 | $1.87M | Sell |
4,273
-312
| -7% | -$136K | 0.1% | 132 |
|
|
2023
Q3 | $1.8M | Sell |
4,585
-1,364
| -23% | -$536K | 0.11% | 133 |
|
|
2023
Q2 | $2.42M | Sell |
5,949
-298
| -5% | -$121K | 0.13% | 120 |
|
|
2023
Q1 | $2.35M | Sell |
6,247
-250
| -4% | -$94K | 0.12% | 125 |
|
|
2022
Q4 | $2.28M | Buy |
6,497
+1,862
| +40% | +$654K | 0.12% | 131 |
|
|
2022
Q3 | $1.52M | Buy |
4,635
+166
| +4% | +$54.5K | 0.09% | 138 |
|
|
2022
Q2 | $1.55M | Buy |
4,469
+335
| +8% | +$116K | 0.09% | 136 |
|
|
2022
Q1 | $1.72M | Sell |
4,134
-100
| -2% | -$41.5K | 0.08% | 146 |
|
|
2021
Q4 | $1.85M | Buy |
4,234
+192
| +5% | +$83.8K | 0.09% | 136 |
|
|
2021
Q3 | $1.59M | Sell |
4,042
-233
| -5% | -$91.9K | 0.08% | 141 |
|
|
2021
Q2 | $1.68M | Sell |
4,275
-492
| -10% | -$194K | 0.09% | 133 |
|
|
2021
Q1 | $1.74M | Buy |
4,767
+443
| +10% | +$161K | 0.09% | 126 |
|
|
2020
Q4 | $1.49M | Sell |
4,324
-61
| -1% | -$21K | 0.09% | 135 |
|
|
2020
Q3 | $1.35M | Buy |
4,385
+945
| +27% | +$291K | 0.09% | 127 |
|
|
2020
Q2 | $975K | Sell |
3,440
-592
| -15% | -$168K | 0.07% | 145 |
|
|
2020
Q1 | $955K | Buy |
4,032
+1,609
| +66% | +$381K | 0.08% | 142 |
|
|
2019
Q4 | $717K | Buy |
+2,423
| New | +$717K | 0.05% | 279 |
|