Oldfather 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 | $67M | Buy |
117,899
+3,715
| +3% | +$2.11M | 23.02% | 1 |
|
|
2025
Q1 | $58.7M | Sell |
114,184
-2,733
| -2% | -$1.4M | 22.27% | 1 |
|
|
2024
Q4 | $63M | Sell |
116,917
-6,465
| -5% | -$3.48M | 24% | 1 |
|
|
2024
Q3 | $65.1M | Sell |
123,382
-980
| -0.8% | -$517K | 25.05% | 1 |
|
|
2024
Q2 | $62.2M | Sell |
124,362
-277
| -0.2% | -$139K | 25.52% | 1 |
|
|
2024
Q1 | $59.9M | Sell |
124,639
-655
| -0.5% | -$315K | 24.66% | 1 |
|
|
2023
Q4 | $54.7M | Buy |
125,294
+1,303
| +1% | +$569K | 24.39% | 1 |
|
|
2023
Q3 | $48.7M | Buy |
123,991
+628
| +0.5% | +$247K | 24.71% | 1 |
|
|
2023
Q2 | $50.2M | Buy |
123,363
+1,614
| +1% | +$657K | 24.55% | 1 |
|
|
2023
Q1 | $45.8M | Buy |
121,749
+3,993
| +3% | +$1.5M | 23.68% | 1 |
|
|
2022
Q4 | $41.4M | Buy |
117,756
+5,379
| +5% | +$1.89M | 23.58% | 1 |
|
|
2022
Q3 | $36.9M | Buy |
112,377
+3,120
| +3% | +$1.02M | 23.12% | 1 |
|
|
2022
Q2 | $40.3M | Buy |
109,257
+2,102
| +2% | +$775K | 22.99% | 1 |
|
|
2022
Q1 | $42.1M | Buy |
107,155
+3,146
| +3% | +$1.24M | 22.87% | 1 |
|
|
2021
Q4 | $42.7M | Buy |
104,009
+2,768
| +3% | +$1.14M | 22.42% | 1 |
|
|
2021
Q3 | $43.5M | Sell |
101,241
-1,202
| -1% | -$516K | 22.35% | 1 |
|
|
2021
Q2 | $41.7M | Sell |
102,443
-47
| -0% | -$19.1K | 22.79% | 1 |
|
|
2021
Q1 | $38.5M | Buy |
102,490
+1,077
| +1% | +$404K | 22.15% | 1 |
|
|
2020
Q4 | $36.1M | Buy |
101,413
+1,055
| +1% | +$376K | 21.45% | 1 |
|
|
2020
Q3 | $32.1M | Sell |
100,358
-279
| -0.3% | -$89.2K | 22.84% | 1 |
|
|
2020
Q2 | $30M | Buy |
100,637
+4,101
| +4% | +$1.22M | 23.24% | 1 |
|
|
2020
Q1 | $25.4M | Buy |
96,536
+23,943
| +33% | +$6.31M | 24.15% | 1 |
|
|
2019
Q4 | $21.8M | Buy |
+72,593
| New | +$21.8M | 20.23% | 1 |
|