Lyell Wealth Management’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 | $5.52M | Buy |
9,713
+5,676
| +141% | +$3.22M | 0.44% | 66 |
|
|
2025
Q1 | $2.07M | Buy |
4,037
+1,483
| +58% | +$762K | 0.19% | 92 |
|
|
2024
Q4 | $1.38M | Sell |
2,554
-528
| -17% | -$285K | 0.12% | 105 |
|
|
2024
Q3 | $1.63M | Buy |
3,082
+2,211
| +254% | +$1.17M | 0.15% | 101 |
|
|
2024
Q2 | $435K | Buy |
+871
| New | +$435K | 0.04% | 146 |
|
|
2022
Q1 | – | Sell |
-767
| Closed | -$335K | – | 204 |
|
|
2021
Q4 | $335K | Hold |
767
| – | – | 0.04% | 159 |
|
|
2021
Q3 | $304K | Hold |
767
| – | – | 0.04% | 157 |
|
|
2021
Q2 | $303K | Buy |
+767
| New | +$303K | 0.04% | 162 |
|
|
2020
Q4 | – | Sell |
-856
| Closed | -$265K | – | 161 |
|
|
2020
Q3 | $265K | Buy |
856
+4
| +0.5% | +$1.24K | 0.05% | 117 |
|
|
2020
Q2 | $243K | Hold |
852
| – | – | 0.05% | 112 |
|
|
2020
Q1 | $202K | Buy |
852
+4
| +0.5% | +$948 | 0.06% | 118 |
|
|
2019
Q4 | $251K | Buy |
848
+2
| +0.2% | +$592 | 0.07% | 115 |
|
|
2019
Q3 | $232K | Hold |
846
| – | – | 0.07% | 111 |
|
|
2019
Q2 | $229K | Hold |
846
| – | – | 0.07% | 115 |
|
|
2019
Q1 | $220K | Buy |
+846
| New | +$220K | 0.07% | 112 |
|