Principal Financial Group’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 | $37.9M | Sell |
66,804
-956
| -1% | -$543K | 0.02% | 548 |
|
|
2025
Q1 | $34.8M | Buy |
67,760
+2,587
| +4% | +$1.33M | 0.02% | 548 |
|
|
2024
Q4 | $35.1M | Buy |
65,173
+7,129
| +12% | +$3.84M | 0.02% | 580 |
|
|
2024
Q3 | $30.6M | Buy |
58,044
+3,717
| +7% | +$1.96M | 0.02% | 634 |
|
|
2024
Q2 | $27.2M | Buy |
54,327
+1,561
| +3% | +$781K | 0.02% | 696 |
|
|
2024
Q1 | $25.4M | Buy |
52,766
+684
| +1% | +$329K | 0.01% | 772 |
|
|
2023
Q4 | $22.7M | Buy |
52,082
+1,307
| +3% | +$571K | 0.01% | 801 |
|
|
2023
Q3 | $19.9M | Buy |
50,775
+8,242
| +19% | +$3.24M | 0.01% | 802 |
|
|
2023
Q2 | $17.3M | Buy |
42,533
+5,264
| +14% | +$2.14M | 0.01% | 927 |
|
|
2023
Q1 | $14M | Buy |
37,269
+7,493
| +25% | +$2.82M | 0.01% | 1081 |
|
|
2022
Q4 | $10.5M | Buy |
29,776
+12,095
| +68% | +$4.25M | 0.01% | 1220 |
|
|
2022
Q3 | $5.81M | Buy |
17,681
+12,065
| +215% | +$3.96M | ﹤0.01% | 1439 |
|
|
2022
Q2 | $1.95M | Buy |
+5,616
| New | +$1.95M | ﹤0.01% | 1813 |
|
|
2021
Q4 | – | Sell |
-20,955
| Closed | -$8.26M | – | 2646 |
|
|
2021
Q3 | $8.26M | Buy |
20,955
+2,106
| +11% | +$831K | 0.01% | 1493 |
|
|
2021
Q2 | $7.42M | Buy |
18,849
+2,058
| +12% | +$810K | ﹤0.01% | 1562 |
|
|
2021
Q1 | $6.12M | Buy |
16,791
+1,413
| +9% | +$515K | ﹤0.01% | 1601 |
|
|
2020
Q4 | $5.29M | Buy |
15,378
+1,026
| +7% | +$353K | ﹤0.01% | 1541 |
|
|
2020
Q3 | $4.42M | Sell |
14,352
-7,877
| -35% | -$2.42M | ﹤0.01% | 1502 |
|
|
2020
Q2 | $6.3M | Sell |
22,229
-121
| -0.5% | -$34.3K | 0.01% | 1324 |
|
|
2020
Q1 | $5.29M | Buy |
22,350
+1,379
| +7% | +$327K | 0.01% | 1254 |
|
|
2019
Q4 | $6.2M | Buy |
20,971
+1,086
| +5% | +$321K | 0.01% | 1462 |
|
|
2019
Q3 | $5.42M | Buy |
19,885
+1,413
| +8% | +$385K | ﹤0.01% | 1488 |
|
|
2019
Q2 | $4.97M | Buy |
18,472
+1,738
| +10% | +$468K | ﹤0.01% | 1529 |
|
|
2019
Q1 | $4.34M | Buy |
16,734
+1,336
| +9% | +$347K | ﹤0.01% | 1588 |
|
|
2018
Q4 | $3.54M | Buy |
+15,398
| New | +$3.54M | ﹤0.01% | 1604 |
|