Madrona 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 | $1.49M | Buy |
2,629
+129
| +5% | +$73.3K | 0.36% | 33 |
|
|
2025
Q1 | $1.28M | Buy |
2,500
+72
| +3% | +$37K | 0.35% | 33 |
|
|
2024
Q4 | $1.31M | Buy |
2,428
+771
| +47% | +$416K | 0.36% | 42 |
|
|
2024
Q3 | $875K | Buy |
1,657
+30
| +2% | +$15.8K | 0.24% | 45 |
|
|
2024
Q2 | $814K | Sell |
1,627
-57
| -3% | -$28.5K | 0.25% | 45 |
|
|
2024
Q1 | $809K | Sell |
1,684
-56
| -3% | -$26.9K | 0.28% | 42 |
|
|
2023
Q4 | $760K | Buy |
1,740
+573
| +49% | +$250K | 0.3% | 43 |
|
|
2023
Q3 | $458K | Sell |
1,167
-105
| -8% | -$41.2K | 0.21% | 58 |
|
|
2023
Q2 | $518K | Sell |
1,272
-594
| -32% | -$242K | 0.25% | 52 |
|
|
2023
Q1 | $702K | Buy |
1,866
+711
| +62% | +$267K | 0.38% | 35 |
|
|
2022
Q4 | $406K | Sell |
1,155
-281
| -20% | -$98.7K | 0.23% | 42 |
|
|
2022
Q3 | $472K | Buy |
1,436
+385
| +37% | +$127K | 0.29% | 37 |
|
|
2022
Q2 | $365K | Sell |
1,051
-50
| -5% | -$17.4K | 0.21% | 52 |
|
|
2022
Q1 | $454K | Sell |
1,101
-224
| -17% | -$92.4K | 0.22% | 49 |
|
|
2021
Q4 | $578K | Buy |
1,325
+8
| +0.6% | +$3.49K | 0.24% | 40 |
|
|
2021
Q3 | $519K | Buy |
1,317
+4
| +0.3% | +$1.58K | 0.25% | 37 |
|
|
2021
Q2 | $517K | Sell |
1,313
-33
| -2% | -$13K | 0.27% | 34 |
|
|
2021
Q1 | $490K | Buy |
1,346
+1
| +0.1% | +$364 | 0.25% | 36 |
|
|
2020
Q4 | $462K | Sell |
1,345
-32,226
| -96% | -$11.1M | 0.26% | 33 |
|
|
2020
Q3 | $10.3M | Buy |
33,571
+919
| +3% | +$283K | 6.48% | 3 |
|
|
2020
Q2 | $9.25M | Buy |
32,652
+1,099
| +3% | +$311K | 6.4% | 3 |
|
|
2020
Q1 | $7.47M | Buy |
31,553
+446
| +1% | +$106K | 6.2% | 3 |
|
|
2019
Q4 | $9.2M | Buy |
31,107
+11
| +0% | +$3.25K | 6.68% | 3 |
|
|
2019
Q3 | $8.48M | Sell |
31,096
-86
| -0.3% | -$23.4K | 6.23% | 3 |
|
|
2019
Q2 | $8.39M | Buy |
31,182
+28,944
| +1,293% | +$7.79M | 7.79% | 3 |
|
|
2019
Q1 | $581K | Buy |
+2,238
| New | +$581K | 0.64% | 24 |
|