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 |
|