Lutz Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $151M | Buy |
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|
2025
Q2 | $138M | Buy |
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|
2025
Q1 | $125M | Sell |
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|
2024
Q4 | $133M | Sell |
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|
2024
Q3 | $132M | Sell |
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|
2024
Q2 | $125M | Sell |
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|
2024
Q1 | $122M | Sell |
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|
2023
Q4 | $111M | Buy |
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|
2023
Q3 | $97.4M | Buy |
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|
2023
Q2 | $99M | Buy |
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|
2023
Q1 | $87.9M | Buy |
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|
2022
Q4 | $78.5M | Buy |
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|
2022
Q3 | $72.8M | Buy |
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|
2022
Q2 | $71.8M | Buy |
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|
2022
Q1 | $84.3M | Buy |
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|
2021
Q4 | $83.8M | Buy |
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|
2021
Q3 | $73.5M | Buy |
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|
2021
Q2 | $69.2M | Buy |
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|
2021
Q1 | $59.3M | Buy |
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|
2020
Q4 | $51.4M | Buy |
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|
2020
Q3 | $40.7M | Buy |
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|
2020
Q2 | $37.3M | Buy |
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|
2020
Q1 | $29.9M | Sell |
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|
2019
Q4 | $38.1M | Buy |
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|
2019
Q3 | $31.9M | Buy |
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|
2019
Q2 | $31.3M | Buy |
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|
2019
Q1 | $29.9M | Buy |
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|
2018
Q4 | $26.1M | Sell |
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|
2018
Q3 | $31M | Buy |
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|
2018
Q2 | $25.4M | Sell |
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|
2018
Q1 | $24.7M | Sell |
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|
2017
Q4 | $25.2M | Buy |
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