Moseley Investment 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 | $492K | Buy |
866
+11
| +1% | +$6.25K | 0.17% | 92 |
|
|
2025
Q1 | $440K | Buy |
855
+4
| +0.5% | +$2.06K | 0.17% | 98 |
|
|
2024
Q4 | $459K | Sell |
851
-7
| -0.8% | -$3.77K | 0.18% | 96 |
|
|
2024
Q3 | $452K | Buy |
858
+26
| +3% | +$13.7K | 0.18% | 99 |
|
|
2024
Q2 | $416K | Sell |
832
-23
| -3% | -$11.5K | 0.19% | 92 |
|
|
2024
Q1 | $411K | Sell |
855
-12
| -1% | -$5.77K | 0.2% | 92 |
|
|
2023
Q4 | $379K | Sell |
867
-752
| -46% | -$328K | 0.21% | 98 |
|
|
2023
Q3 | $636K | Sell |
1,619
-10
| -0.6% | -$3.93K | 0.38% | 64 |
|
|
2023
Q2 | $664K | Buy |
1,629
+437
| +37% | +$178K | 0.39% | 65 |
|
|
2023
Q1 | $448K | Buy |
1,192
+463
| +64% | +$174K | 0.29% | 83 |
|
|
2022
Q4 | $256K | Sell |
729
-10
| -1% | -$3.52K | 0.18% | 117 |
|
|
2022
Q3 | $243K | Hold |
739
| – | – | 0.18% | 115 |
|
|
2022
Q2 | $256K | Buy |
739
+74
| +11% | +$25.6K | 0.18% | 125 |
|
|
2022
Q1 | $276K | Buy |
665
+18
| +3% | +$7.47K | 0.15% | 142 |
|
|
2021
Q4 | $283K | Buy |
+647
| New | +$283K | 0.13% | 153 |
|
|
2020
Q3 | – | Sell |
-1,215
| Closed | -$344K | – | 142 |
|
|
2020
Q2 | $344K | Hold |
1,215
| – | – | 0.29% | 89 |
|
|
2020
Q1 | $288K | Sell |
1,215
-608
| -33% | -$144K | 0.34% | 82 |
|
|
2019
Q4 | $539K | Hold |
1,823
| – | – | 0.53% | 59 |
|
|
2019
Q3 | $497K | Sell |
1,823
-125
| -6% | -$34.1K | 0.52% | 57 |
|
|
2019
Q2 | $524K | Hold |
1,948
| – | – | 0.49% | 59 |
|
|
2019
Q1 | $506K | Buy |
+1,948
| New | +$506K | 0.53% | 56 |
|