Oxler Private Wealth’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 | $36.5M | Buy |
64,277
+11,544
| +22% | +$6.56M | 11.47% | 2 |
|
|
2025
Q1 | $27.1M | Buy |
52,733
+150
| +0.3% | +$77.1K | 9.52% | 2 |
|
|
2024
Q4 | $28.3M | Buy |
52,583
+98
| +0.2% | +$52.8K | 9.31% | 2 |
|
|
2024
Q3 | $27.7M | Buy |
52,485
+1,947
| +4% | +$1.03M | 9.65% | 2 |
|
|
2024
Q2 | $25.3M | Buy |
50,538
+486
| +1% | +$243K | 9.36% | 2 |
|
|
2024
Q1 | $24.1M | Buy |
50,052
+26,833
| +116% | +$12.9M | 9.43% | 2 |
|
|
2023
Q4 | $10.1M | Sell |
23,219
-17,126
| -42% | -$7.48M | 8.42% | 2 |
|
|
2023
Q3 | $15.9M | Buy |
40,345
+131
| +0.3% | +$51.5K | 7.98% | 2 |
|
|
2023
Q2 | $16.4M | Sell |
40,214
-188
| -0.5% | -$76.6K | 7.8% | 2 |
|
|
2023
Q1 | $15.2M | Buy |
40,402
+8,335
| +26% | +$3.13M | 7.5% | 2 |
|
|
2022
Q4 | $11.3M | Buy |
32,067
+590
| +2% | +$207K | 6.07% | 2 |
|
|
2022
Q3 | $10.3M | Buy |
31,477
+2,789
| +10% | +$909K | 5.73% | 2 |
|
|
2022
Q2 | $9.95M | Buy |
28,688
+12,155
| +74% | +$4.22M | 4.79% | 3 |
|
|
2022
Q1 | $6.86M | Buy |
16,533
+284
| +2% | +$118K | 3.1% | 7 |
|
|
2021
Q4 | $7.09M | Buy |
16,249
+1,100
| +7% | +$480K | 2.94% | 9 |
|
|
2021
Q3 | $6.04M | Buy |
15,149
+325
| +2% | +$129K | 2.66% | 9 |
|
|
2021
Q2 | $5.83M | Buy |
14,824
+435
| +3% | +$171K | 2.54% | 8 |
|
|
2021
Q1 | $5.24M | Buy |
14,389
+2,914
| +25% | +$1.06M | 2.65% | 7 |
|
|
2020
Q4 | $3.71M | Buy |
+11,475
| New | +$3.71M | 2.09% | 12 |
|