Phillips Financial Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Phillips Financial Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.1M	Sell	83,854 -13,764	-14%	-$2.88M	1.24%	22
2025 Q4	$20M	Sell	97,618 -1,872	-2%	-$379K	1.29%	22
2025 Q3	$19.8M	Sell	99,490 -5,061	-5%	-$982K	1.31%	22
2025 Q2	$19.7M	Sell	104,551 -2,181	-2%	-$393K	1.43%	20
2025 Q1	$19.7M	Sell	106,732 -2,097	-2%	-$392K	1.52%	20
2024 Q4	$20.1M	Sell	108,829 -5,876	-5%	-$1.13M	1.58%	20
2024 Q3	$21.9M	Sell	114,705 -827	-0.7%	-$152K	1.7%	17
2024 Q2	$20.3M	Sell	115,532 -10,656	-8%	-$1.88M	1.68%	18
2024 Q1	$22.8M	Sell	126,188 -9,648	-7%	-$1.66M	1.86%	15
2023 Q4	$22.8M	Sell	135,836 -1,266	-0.9%	-$197K	1.98%	14
2023 Q3	$20.4M	Buy	137,102 +232	+0.2%	+$36.2K	1.93%	14
2023 Q2	$21.3M	Buy	136,870 +3,074	+2%	+$458K	1.98%	14
2023 Q1	$19.6M	Buy	133,796 +6,849	+5%	+$1,000K	1.89%	16
2022 Q4	$17.8M	Buy	126,947 +1,575	+1%	+$217K	1.81%	16
2022 Q3	$15.6M	Buy	125,372 +9,312	+8%	+$1.27M	1.72%	17
2022 Q2	$15.4M	Sell	116,060 -3,025	-3%	-$432K	1.67%	17
2022 Q1	$17.9M	Sell	119,085 -3,689	-3%	-$549K	1.7%	19
2021 Q4	$18.6M	Buy	122,774 +1,611	+1%	+$237K	1.82%	18
2021 Q3	$17M	Buy	121,163 +3,422	+3%	+$493K	1.76%	20
2021 Q2	$16.8M	Sell	117,741 -2,431	-2%	-$347K	1.73%	19
2021 Q1	$16.4M	Buy	120,172 +5,272	+5%	+$686K	2.02%	16
2020 Q4	$14.2M	Buy	114,900 +876	+0.8%	+$103K	1.94%	16
2020 Q3	$12.4M	Sell	114,024 -2,389	-2%	-$261K	1.94%	16
2020 Q2	$12.2M	Buy	116,413 +29,022	+33%	+$2.98M	1.99%	16
2020 Q1	$7.78M	Buy	87,391 +54,348	+164%	+$6.24M	1.54%	20
2019 Q4	$4.15M	Sell	33,043 -435	-1%	-$52.2K	0.68%	34
2019 Q3	$3.85M	Hold	33,478	–	–	0.68%	34
2019 Q2	$3.79M	Buy	33,478 +996	+3%	+$110K	0.69%	33
2019 Q1	$3.58M	Sell	32,482 -2,784	-8%	-$295K	0.68%	33
2018 Q4	$3.44M	Buy	35,266 +1,784	+5%	+$188K	0.74%	33
2018 Q3	$3.75M	Sell	33,482 -938	-3%	-$104K	0.77%	29
2018 Q2	$3.65M	Sell	34,420 -632	-2%	-$67.5K	0.77%	28
2018 Q1	$3.66M	Buy	35,052 +2,689	+8%	+$296K	0.79%	27
2017 Q4	$3.63M	Sell	32,363 -547	-2%	-$58.4K	0.76%	27
2017 Q3	$3.42M	Sell	32,910 -137	-0.4%	-$14K	0.75%	28
2017 Q2	$3.39M	Buy	33,047 +443	+1%	+$44.5K	0.77%	28
2017 Q1	$3.23M	Hold	32,604	–	–	0.78%	28
2016 Q4	$3.21M	Buy	32,604 +2	+0%	+$188	0.8%	27
2016 Q3	$2.94M	Buy	32,602 +118	+0.4%	+$10.8K	0.78%	28
2016 Q2	$2.99M	Buy	32,484 +335	+1%	+$29.5K	0.8%	27
2016 Q1	$2.79M	Buy	32,149 +131	+0.4%	+$10.8K	0.77%	28
2015 Q4	$2.53M	Buy	32,018 +509	+2%	+$43.8K	0.76%	30
2015 Q3	$2.64M	Sell	31,509 -901	-3%	-$77.5K	0.77%	30
2015 Q2	$2.93M	Buy	32,410 +694	+2%	+$63K	0.81%	30
2015 Q1	$2.88M	Sell	31,716 -499	-2%	-$44.6K	0.79%	31
2014 Q4	$2.85M	Sell	32,215 -2,145	-6%	-$189K	0.82%	30
2014 Q3	$2.89M	Sell	34,360 -1,300	-4%	-$114K	0.87%	29
2014 Q2	$3.1M	Sell	35,660 -252	-0.7%	-$21.4K	0.93%	28
2014 Q1	$3.01M	Buy	35,912 +3,013	+9%	+$244K	0.95%	27
2013 Q4	$2.68M	Sell	32,899 -370	-1%	-$29.2K	0.89%	29
2013 Q3	$2.51M	Sell	33,269 -257	-0.8%	-$19.5K	0.89%	30
2013 Q2	$2.55M	Buy	+33,526	New	+$2.44M	0.93%	28