Lockerman Financial Group’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 | $570K | Buy |
1,003
+64
| +7% | +$36.4K | 0.77% | 29 |
|
|
2025
Q1 | $483K | Sell |
939
-11
| -1% | -$5.65K | 0.73% | 37 |
|
|
2024
Q4 | $512K | Buy |
950
+390
| +70% | +$210K | 0.87% | 32 |
|
|
2024
Q3 | $296K | Sell |
560
-48
| -8% | -$25.3K | 0.5% | 72 |
|
|
2024
Q2 | $304K | Sell |
608
-15
| -2% | -$7.5K | 0.55% | 63 |
|
|
2024
Q1 | $299K | Sell |
623
-47
| -7% | -$22.6K | 0.57% | 57 |
|
|
2023
Q4 | $293K | Sell |
670
-5
| -0.7% | -$2.18K | 0.68% | 49 |
|
|
2023
Q3 | $265K | Sell |
675
-41
| -6% | -$16.1K | 0.71% | 52 |
|
|
2023
Q2 | $292K | Hold |
716
| – | – | 0.81% | 42 |
|
|
2023
Q1 | $269K | Sell |
716
-75
| -9% | -$28.2K | 0.74% | 47 |
|
|
2022
Q4 | $278K | Buy |
791
+1
| +0.1% | +$352 | 0.81% | 45 |
|
|
2022
Q3 | $260K | Sell |
790
-1
| -0.1% | -$329 | 0.75% | 42 |
|
|
2022
Q2 | $275K | Hold |
791
| – | – | 0.88% | 37 |
|
|
2022
Q1 | $328K | Buy |
791
+12
| +2% | +$4.98K | 0.89% | 26 |
|
|
2021
Q4 | $339K | Buy |
+779
| New | +$339K | 0.89% | 30 |
|