Phoenix Financial’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 | $7.47M | Buy |
13,138
+1,266
| +11% | +$720K | 0.1% | 106 |
|
|
2025
Q1 | $6.1M | Sell |
11,872
-918
| -7% | -$472K | 0.09% | 116 |
|
|
2024
Q4 | $6.89M | Buy |
12,790
+2,354
| +23% | +$1.27M | 0.09% | 111 |
|
|
2024
Q3 | $5.52M | Sell |
10,436
-3,045
| -23% | -$1.61M | 0.08% | 131 |
|
|
2024
Q2 | $6.75M | Buy |
13,481
+6,060
| +82% | +$3.03M | 0.1% | 113 |
|
|
2024
Q1 | $3.57M | Buy |
7,421
+1,231
| +20% | +$592K | 0.05% | 158 |
|
|
2023
Q4 | $3.04M | Buy |
6,190
+40
| +0.7% | +$19.6K | 0.05% | 162 |
|
|
2023
Q3 | $2.42M | Buy |
6,150
+79
| +1% | +$31.1K | 0.04% | 166 |
|
|
2023
Q2 | $2.48M | Buy |
6,071
+51
| +0.8% | +$20.8K | 0.05% | 138 |
|
|
2023
Q1 | $2.26M | Sell |
6,020
-63
| -1% | -$23.7K | 0.05% | 134 |
|
|
2022
Q4 | $2.14M | Hold |
6,083
| – | – | 0.04% | 132 |
|
|
2022
Q3 | $2.04M | Hold |
6,083
| – | – | 0.04% | 146 |
|
|
2022
Q2 | $2.12M | Buy |
+6,083
| New | +$2.12M | 0.04% | 155 |
|
|
2021
Q4 | – | Sell |
-5,463
| Closed | -$2.16M | – | 429 |
|
|
2021
Q3 | $2.16M | Buy |
+5,463
| New | +$2.16M | 0.04% | 196 |
|
|
2021
Q2 | – | Sell |
-5,862
| Closed | -$2.14M | – | 410 |
|
|
2021
Q1 | $2.14M | Sell |
5,862
-3,788
| -39% | -$1.38M | 0.05% | 212 |
|
|
2020
Q4 | $3.31M | Sell |
9,650
-49,180
| -84% | -$16.9M | 0.09% | 166 |
|
|
2020
Q3 | $17.1M | Buy |
58,830
+32,090
| +120% | +$9.32M | 0.72% | 53 |
|
|
2020
Q2 | $7.2M | Sell |
26,740
-10,000
| -27% | -$2.69M | 0.31% | 89 |
|
|
2020
Q1 | $8.5M | Buy |
36,740
+32,915
| +861% | +$7.61M | 0.43% | 74 |
|
|
2019
Q4 | $1.12M | Buy |
+3,825
| New | +$1.12M | 0.05% | 155 |
|