Lutz Financial Services’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 | $138M | Buy |
243,696
+111
| +0% | +$63.1K | 10.75% | 1 |
|
|
2025
Q1 | $125M | Sell |
243,585
-4,151
| -2% | -$2.13M | 10.25% | 1 |
|
|
2024
Q4 | $133M | Sell |
247,736
-2,284
| -0.9% | -$1.23M | 10.79% | 1 |
|
|
2024
Q3 | $132M | Sell |
250,020
-219
| -0.1% | -$116K | 10.71% | 1 |
|
|
2024
Q2 | $125M | Sell |
250,239
-3,241
| -1% | -$1.62M | 10.9% | 1 |
|
|
2024
Q1 | $122M | Sell |
253,480
-1,271
| -0.5% | -$611K | 10.64% | 1 |
|
|
2023
Q4 | $111M | Buy |
254,751
+6,845
| +3% | +$2.99M | 10.44% | 1 |
|
|
2023
Q3 | $97.4M | Buy |
247,906
+4,929
| +2% | +$1.94M | 10.6% | 1 |
|
|
2023
Q2 | $99M | Buy |
242,977
+9,111
| +4% | +$3.71M | 10.64% | 1 |
|
|
2023
Q1 | $87.9M | Buy |
233,866
+10,417
| +5% | +$3.92M | 10.04% | 1 |
|
|
2022
Q4 | $78.5M | Buy |
223,449
+1,600
| +0.7% | +$562K | 9.64% | 1 |
|
|
2022
Q3 | $72.8M | Buy |
221,849
+14,741
| +7% | +$4.84M | 9.95% | 1 |
|
|
2022
Q2 | $71.8M | Buy |
207,108
+4,037
| +2% | +$1.4M | 9.53% | 2 |
|
|
2022
Q1 | $84.3M | Buy |
203,071
+11,084
| +6% | +$4.6M | 10.4% | 1 |
|
|
2021
Q4 | $83.8M | Buy |
191,987
+5,622
| +3% | +$2.45M | 10.29% | 1 |
|
|
2021
Q3 | $73.5M | Buy |
186,365
+10,612
| +6% | +$4.19M | 9.55% | 1 |
|
|
2021
Q2 | $69.2M | Buy |
175,753
+12,840
| +8% | +$5.05M | 9.21% | 2 |
|
|
2021
Q1 | $59.3M | Buy |
162,913
+13,220
| +9% | +$4.82M | 8.78% | 2 |
|
|
2020
Q4 | $51.4M | Buy |
149,693
+17,362
| +13% | +$5.97M | 8.45% | 3 |
|
|
2020
Q3 | $40.7M | Buy |
132,331
+703
| +0.5% | +$216K | 7.85% | 3 |
|
|
2020
Q2 | $37.3M | Buy |
131,628
+5,306
| +4% | +$1.5M | 7.6% | 3 |
|
|
2020
Q1 | $29.9M | Sell |
126,322
-2,647
| -2% | -$627K | 6.65% | 3 |
|
|
2019
Q4 | $38.1M | Buy |
128,969
+12,008
| +10% | +$3.55M | 6.78% | 4 |
|
|
2019
Q3 | $31.9M | Buy |
116,961
+524
| +0.5% | +$143K | 6.11% | 6 |
|
|
2019
Q2 | $31.3M | Buy |
116,437
+1,383
| +1% | +$372K | 6.13% | 6 |
|
|
2019
Q1 | $29.9M | Buy |
115,054
+1,519
| +1% | +$394K | 6.09% | 6 |
|
|
2018
Q4 | $26.1M | Sell |
113,535
-2,701
| -2% | -$621K | 5.82% | 5 |
|
|
2018
Q3 | $31M | Buy |
116,236
+14,373
| +14% | +$3.84M | 6.85% | 5 |
|
|
2018
Q2 | $25.4M | Sell |
101,863
-236
| -0.2% | -$58.9K | 7.24% | 4 |
|
|
2018
Q1 | $24.7M | Sell |
102,099
-489
| -0.5% | -$118K | 7.29% | 4 |
|
|
2017
Q4 | $25.2M | Buy |
+102,588
| New | +$25.2M | 7.34% | 4 |
|