Orleans Capital 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 | $399K | Sell |
703
-125
| -15% | -$71K | 0.21% | 78 |
|
|
2025
Q1 | $426K | Hold |
828
| – | – | 0.25% | 67 |
|
|
2024
Q4 | $461K | Buy |
828
+403
| +95% | +$224K | 0.26% | 69 |
|
|
2024
Q3 | $224K | Hold |
425
| – | – | 0.13% | 88 |
|
|
2024
Q2 | $213K | Hold |
425
| – | – | 0.14% | 73 |
|
|
2024
Q1 | $204K | Sell |
425
-175
| -29% | -$84.1K | 0.13% | 72 |
|
|
2023
Q4 | $262K | Sell |
600
-216
| -26% | -$94.3K | 0.18% | 72 |
|
|
2023
Q3 | $320K | Hold |
816
| – | – | 0.24% | 61 |
|
|
2023
Q2 | $332K | Buy |
+816
| New | +$332K | 0.24% | 67 |
|