Lowe Brockenbrough & Co’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
$8.22M Buy
14,466
+7,155
+98% +$4.06M 0.46% 59
2025
Q1
$3.76M Sell
7,311
-110
-1% -$56.5K 0.25% 94
2024
Q4
$4M Sell
7,421
-69
-0.9% -$37.2K 0.26% 90
2024
Q3
$3.96M Buy
7,490
+162
+2% +$85.7K 0.25% 92
2024
Q2
$3.68M Sell
7,328
-186
-2% -$93.4K 0.24% 96
2024
Q1
$3.61M Sell
7,514
-2,324
-24% -$1.12M 0.24% 98
2023
Q4
$4.3M Sell
9,838
-896
-8% -$391K 0.33% 81
2023
Q3
$4.23M Buy
10,734
+1,835
+21% +$723K 0.33% 83
2023
Q2
$3.64M Sell
8,899
-430
-5% -$176K 0.27% 90
2023
Q1
$3.51M Buy
9,329
+10
+0.1% +$3.76K 0.28% 86
2022
Q4
$3.27M Sell
9,319
-50
-0.5% -$17.6K 0.28% 88
2022
Q3
$3.09M Buy
9,369
+2,056
+28% +$678K 0.3% 87
2022
Q2
$2.55M Sell
7,313
-921
-11% -$321K 0.22% 100
2022
Q1
$3.42M Sell
8,234
-7,083
-46% -$2.94M 0.25% 93
2021
Q4
$6.69M Buy
15,317
+257
+2% +$112K 0.49% 63
2021
Q3
$5.96M Buy
+15,060
New +$5.96M 0.46% 69