Oxford 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 | $7.2M | Buy |
12,675
+138
| +1% | +$78.4K | 0.43% | 28 |
|
|
2025
Q1 | $6.44M | Buy |
12,537
+700
| +6% | +$360K | 0.45% | 29 |
|
|
2024
Q4 | $6.38M | Sell |
11,837
-161
| -1% | -$86.8K | 0.41% | 29 |
|
|
2024
Q3 | $6.33M | Sell |
11,998
-490
| -4% | -$259K | 0.4% | 30 |
|
|
2024
Q2 | $6.25M | Sell |
12,488
-257
| -2% | -$129K | 0.41% | 29 |
|
|
2024
Q1 | $6.13M | Sell |
12,745
-5,125
| -29% | -$2.46M | 0.43% | 30 |
|
|
2023
Q4 | $7.81M | Sell |
17,870
-265
| -1% | -$116K | 0.57% | 24 |
|
|
2023
Q3 | $7.12M | Sell |
18,135
-64
| -0.4% | -$25.1K | 0.62% | 23 |
|
|
2023
Q2 | $7.41M | Sell |
18,199
-161
| -0.9% | -$65.6K | 0.7% | 19 |
|
|
2023
Q1 | $6.9M | Sell |
18,360
-154
| -0.8% | -$57.9K | 0.77% | 21 |
|
|
2022
Q4 | $6.5M | Sell |
18,514
-78
| -0.4% | -$27.4K | 0.76% | 21 |
|
|
2022
Q3 | $6.1M | Sell |
18,592
-7,045
| -27% | -$2.31M | 0.92% | 16 |
|
|
2022
Q2 | $8.89M | Sell |
25,637
-145
| -0.6% | -$50.3K | 1.31% | 13 |
|
|
2022
Q1 | $10.7M | Buy |
25,782
+15
| +0.1% | +$6.23K | 1.36% | 12 |
|
|
2021
Q4 | $11.2M | Sell |
25,767
-116
| -0.4% | -$50.6K | 1.26% | 13 |
|
|
2021
Q3 | $10.2M | Buy |
25,883
+75
| +0.3% | +$29.6K | 1.3% | 12 |
|
|
2021
Q2 | $10.2M | Buy |
25,808
+26
| +0.1% | +$10.2K | 1.36% | 13 |
|
|
2021
Q1 | $9.39M | Sell |
25,782
-208
| -0.8% | -$75.8K | 1.3% | 13 |
|
|
2020
Q4 | $8.93M | Buy |
25,990
+239
| +0.9% | +$82.1K | 1.29% | 14 |
|
|
2020
Q3 | $7.92M | Hold |
25,751
| – | – | 1.28% | 14 |
|
|
2020
Q2 | $7.3M | Buy |
25,751
+6,922
| +37% | +$1.96M | 1.24% | 14 |
|
|
2020
Q1 | $4.46M | Hold |
18,829
| – | – | 0.89% | 20 |
|
|
2019
Q4 | $5.57M | Buy |
18,829
+980
| +5% | +$290K | 1.55% | 14 |
|
|
2019
Q3 | $4.87M | Sell |
17,849
-393
| -2% | -$107K | 1.54% | 12 |
|
|
2019
Q2 | $4.91M | Hold |
18,242
| – | – | 1.61% | 13 |
|
|
2019
Q1 | $4.74M | Buy |
18,242
+3,028
| +20% | +$786K | 1.69% | 12 |
|
|
2018
Q4 | $3.5M | Hold |
15,214
| – | – | 1.14% | 18 |
|
|
2018
Q3 | $4.06M | Hold |
15,214
| – | – | 1.89% | 10 |
|
|
2018
Q2 | $3.8M | Buy |
15,214
+1,606
| +12% | +$401K | 1.95% | 10 |
|
|
2018
Q1 | $3.29M | Buy |
+13,608
| New | +$3.29M | 1.89% | 10 |
|