Orcam Financial 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 | $1.45M | Sell |
2,555
-286
| -10% | -$162K | 1.26% | 14 |
|
|
2025
Q1 | $1.46M | Buy |
2,841
+228
| +9% | +$117K | 1.37% | 13 |
|
|
2024
Q4 | $1.41M | Buy |
2,613
+466
| +22% | +$251K | 1.36% | 14 |
|
|
2024
Q3 | $1.13M | Buy |
2,147
+186
| +9% | +$98.1K | 1.1% | 18 |
|
|
2024
Q2 | $981K | Buy |
1,961
+98
| +5% | +$49K | 1.05% | 21 |
|
|
2024
Q1 | $896K | Buy |
1,863
+22
| +1% | +$10.6K | 0.98% | 21 |
|
|
2023
Q4 | $804K | Buy |
1,841
+613
| +50% | +$268K | 0.98% | 21 |
|
|
2023
Q3 | $482K | Buy |
1,228
+50
| +4% | +$19.6K | 0.65% | 23 |
|
|
2023
Q2 | $480K | Buy |
1,178
+2
| +0.2% | +$815 | 0.66% | 23 |
|
|
2023
Q1 | $442K | Sell |
1,176
-118
| -9% | -$44.4K | 0.61% | 23 |
|
|
2022
Q4 | $455K | Sell |
1,294
-27
| -2% | -$9.49K | 0.7% | 21 |
|
|
2022
Q3 | $434K | Buy |
1,321
+118
| +10% | +$38.8K | 0.74% | 18 |
|
|
2022
Q2 | $417K | Sell |
1,203
-64
| -5% | -$22.2K | 0.67% | 18 |
|
|
2022
Q1 | $526K | Buy |
1,267
+215
| +20% | +$89.3K | 0.75% | 19 |
|
|
2021
Q4 | $459K | Buy |
+1,052
| New | +$459K | 0.63% | 19 |
|