Palisades Hudson Asset 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 | $749K | Buy |
1,319
+733
| +125% | +$416K | 0.29% | 39 |
|
|
2025
Q1 | $301K | Buy |
586
+1
| +0.2% | +$514 | 0.14% | 77 |
|
|
2024
Q4 | $315K | Buy |
+585
| New | +$315K | 0.13% | 75 |
|
|
2022
Q4 | – | Sell |
-680
| Closed | -$223K | – | 103 |
|
|
2022
Q3 | $223K | Sell |
680
-13
| -2% | -$4.26K | 0.14% | 88 |
|
|
2022
Q2 | $240K | Sell |
693
-122
| -15% | -$42.3K | 0.13% | 85 |
|
|
2022
Q1 | $338K | Sell |
815
-33
| -4% | -$13.7K | 0.16% | 77 |
|
|
2021
Q4 | $370K | Hold |
848
| – | – | 0.16% | 73 |
|
|
2021
Q3 | $334K | Buy |
848
+3
| +0.4% | +$1.18K | 0.15% | 79 |
|
|
2021
Q2 | $333K | Buy |
845
+21
| +3% | +$8.28K | 0.15% | 74 |
|
|
2021
Q1 | $300K | Sell |
824
-8
| -1% | -$2.91K | 0.14% | 80 |
|
|
2020
Q4 | $286K | Buy |
+832
| New | +$286K | 0.15% | 79 |
|