Peak Financial 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 | $17M | Sell |
29,886
-426
| -1% | -$242K | 4.83% | 4 |
|
|
2025
Q1 | $15.6M | Sell |
30,312
-2,456
| -7% | -$1.26M | 4.67% | 4 |
|
|
2024
Q4 | $17.7M | Sell |
32,768
-1,332
| -4% | -$718K | 5.29% | 4 |
|
|
2024
Q3 | $18M | Sell |
34,100
-872
| -2% | -$460K | 5.28% | 4 |
|
|
2024
Q2 | $17.5M | Sell |
34,972
-573
| -2% | -$287K | 5.47% | 4 |
|
|
2024
Q1 | $17.1M | Sell |
35,545
-1,057
| -3% | -$508K | 5.42% | 4 |
|
|
2023
Q4 | $16M | Sell |
36,602
-1,177
| -3% | -$514K | 5.37% | 4 |
|
|
2023
Q3 | $14.8M | Sell |
37,779
-1,071
| -3% | -$421K | 5.4% | 4 |
|
|
2023
Q2 | $15.8M | Sell |
38,850
-604
| -2% | -$246K | 5.63% | 4 |
|
|
2023
Q1 | $14.8M | Sell |
39,454
-211
| -0.5% | -$79.4K | 5.52% | 4 |
|
|
2022
Q4 | $13.9M | Sell |
39,665
-1,087
| -3% | -$382K | 5.48% | 4 |
|
|
2022
Q3 | $13.4M | Sell |
40,752
-2,732
| -6% | -$897K | 5.58% | 3 |
|
|
2022
Q2 | $15.1M | Sell |
43,484
-1,233
| -3% | -$428K | 5.8% | 3 |
|
|
2022
Q1 | $18.6M | Sell |
44,717
-1,327
| -3% | -$551K | 6.22% | 3 |
|
|
2021
Q4 | $20.1M | Sell |
46,044
-1,460
| -3% | -$637K | 6.51% | 3 |
|
|
2021
Q3 | $18.7M | Sell |
47,504
-28
| -0.1% | -$11K | 6.35% | 3 |
|
|
2021
Q2 | $18.7M | Sell |
47,532
-350
| -0.7% | -$138K | 6.35% | 3 |
|
|
2021
Q1 | $17.4M | Sell |
47,882
-970
| -2% | -$353K | 6.32% | 4 |
|
|
2020
Q4 | $16.8M | Buy |
48,852
+1,485
| +3% | +$510K | 6.32% | 3 |
|
|
2020
Q3 | $14.6M | Sell |
47,367
-59
| -0.1% | -$18.2K | 6.29% | 3 |
|
|
2020
Q2 | $13.4M | Sell |
47,426
-2,867
| -6% | -$813K | 6.31% | 3 |
|
|
2020
Q1 | $11.9M | Sell |
50,293
-776
| -2% | -$184K | 6.08% | 4 |
|
|
2019
Q4 | $15.1M | Sell |
51,069
-1,091
| -2% | -$323K | 6.44% | 3 |
|
|
2019
Q3 | $14.2M | Buy |
52,160
+8
| +0% | +$2.18K | 6.32% | 2 |
|
|
2019
Q2 | $14M | Sell |
52,152
-730
| -1% | -$196K | 6.3% | 3 |
|
|
2019
Q1 | $13.7M | Sell |
52,882
-1,124
| -2% | -$292K | 6.31% | 3 |
|
|
2018
Q4 | $12.4M | Sell |
54,006
-641
| -1% | -$147K | 6.11% | 3 |
|
|
2018
Q3 | $14.6M | Sell |
54,647
-936
| -2% | -$250K | 6.56% | 4 |
|
|
2018
Q2 | $13.9M | Sell |
55,583
-591
| -1% | -$147K | 6.4% | 3 |
|
|
2018
Q1 | $13.6M | Sell |
56,174
-21,207
| -27% | -$5.13M | 6.47% | 4 |
|
|
2017
Q4 | $19M | Sell |
77,381
-3,040
| -4% | -$746K | 7.19% | 2 |
|
|
2017
Q3 | $18.6M | Sell |
80,421
-3,597
| -4% | -$830K | 7.16% | 2 |
|
|
2017
Q2 | $18.7M | Sell |
84,018
-2,146
| -2% | -$477K | 7.3% | 2 |
|
|
2017
Q1 | $18.6M | Buy |
86,164
+943
| +1% | +$204K | 7.53% | 2 |
|
|
2016
Q4 | $17.5M | Sell |
85,221
-5,342
| -6% | -$1.1M | 7.62% | 2 |
|
|
2016
Q3 | $18M | Sell |
90,563
-4,618
| -5% | -$918K | 7.79% | 3 |
|
|
2016
Q2 | $18.3M | Buy |
+95,181
| New | +$18.3M | 8.16% | 2 |
|
|
2015
Q4 | $19.7M | Buy |
+105,397
| New | +$19.7M | 9.01% | 3 |
|