McCollum Christoferson Group’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 | $10.3M | Buy |
18,161
+624
| +4% | +$354K | 3.07% | 10 |
|
|
2025
Q1 | $9.01M | Buy |
17,537
+2,317
| +15% | +$1.19M | 2.75% | 14 |
|
|
2024
Q4 | $8.2M | Buy |
15,220
+261
| +2% | +$141K | 2.42% | 20 |
|
|
2024
Q3 | $7.89M | Buy |
14,959
+527
| +4% | +$278K | 2.29% | 21 |
|
|
2024
Q2 | $7.22M | Buy |
14,432
+1,912
| +15% | +$956K | 2.15% | 22 |
|
|
2024
Q1 | $6.02M | Buy |
12,520
+2,993
| +31% | +$1.44M | 1.74% | 28 |
|
|
2023
Q4 | $4.16M | Buy |
9,527
+570
| +6% | +$249K | 1.26% | 35 |
|
|
2023
Q3 | $3.52M | Buy |
8,957
+705
| +9% | +$277K | 1.08% | 37 |
|
|
2023
Q2 | $3.36M | Buy |
8,252
+110
| +1% | +$44.8K | 0.96% | 39 |
|
|
2023
Q1 | $3.06M | Sell |
8,142
-77
| -0.9% | -$29K | 0.94% | 38 |
|
|
2022
Q4 | $2.89M | Sell |
8,219
-205
| -2% | -$72K | 0.91% | 41 |
|
|
2022
Q3 | $2.77M | Buy |
8,424
+190
| +2% | +$62.4K | 0.93% | 38 |
|
|
2022
Q2 | $2.86M | Buy |
8,234
+203
| +3% | +$70.4K | 0.87% | 42 |
|
|
2022
Q1 | $3.33M | Sell |
8,031
-202
| -2% | -$83.9K | 0.82% | 42 |
|
|
2021
Q4 | $3.59M | Buy |
8,233
+3
| +0% | +$1.31K | 0.81% | 41 |
|
|
2021
Q3 | $3.25M | Sell |
8,230
-270
| -3% | -$106K | 0.77% | 43 |
|
|
2021
Q2 | $3.35M | Sell |
8,500
-547
| -6% | -$215K | 0.8% | 45 |
|
|
2021
Q1 | $3.3M | Sell |
9,047
-310
| -3% | -$113K | 0.84% | 44 |
|
|
2020
Q4 | $3.22M | Sell |
9,357
-1,570
| -14% | -$540K | 0.82% | 44 |
|
|
2020
Q3 | $3.36M | Buy |
10,927
+656
| +6% | +$202K | 0.97% | 43 |
|
|
2020
Q2 | $2.91M | Buy |
10,271
+4,237
| +70% | +$1.2M | 0.95% | 44 |
|
|
2020
Q1 | $1.43M | Sell |
6,034
-134
| -2% | -$31.7K | 0.57% | 47 |
|
|
2019
Q4 | $1.82M | Sell |
6,168
-316
| -5% | -$93.4K | 0.61% | 46 |
|
|
2019
Q3 | $1.77M | Sell |
6,484
-516
| -7% | -$141K | 0.63% | 46 |
|
|
2019
Q2 | $1.88M | Sell |
7,000
-865
| -11% | -$233K | 0.66% | 45 |
|
|
2019
Q1 | $2.04M | Sell |
7,865
-40
| -0.5% | -$10.4K | 0.75% | 46 |
|
|
2018
Q4 | $1.82M | Sell |
7,905
-255
| -3% | -$58.6K | 0.77% | 46 |
|
|
2018
Q3 | $2.18M | Sell |
8,160
-108
| -1% | -$28.8K | 0.8% | 47 |
|
|
2018
Q2 | $2.06M | Buy |
8,268
+1,346
| +19% | +$336K | 0.84% | 48 |
|
|
2018
Q1 | $1.68M | Sell |
6,922
-112
| -2% | -$27.1K | 0.7% | 50 |
|
|
2017
Q4 | $1.73M | Buy |
+7,034
| New | +$1.73M | 0.71% | 49 |
|