Proficio Capital Partners’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 | $129M | Buy |
226,536
+16,990
| +8% | +$9.65M | 8% | 2 |
|
|
2025
Q1 | $110M | Buy |
209,546
+13,161
| +7% | +$6.93M | 8.53% | 2 |
|
|
2024
Q4 | $106M | Buy |
196,385
+34,009
| +21% | +$18.4M | 8.61% | 2 |
|
|
2024
Q3 | $85.7M | Buy |
162,376
+68,715
| +73% | +$36.3M | 8.52% | 2 |
|
|
2024
Q2 | $46.8M | Buy |
93,661
+1,149
| +1% | +$575K | 4.92% | 5 |
|
|
2024
Q1 | $44.5M | Sell |
92,512
-48,827
| -35% | -$23.5M | 4.89% | 4 |
|
|
2023
Q4 | $61.8M | Sell |
141,339
-12,174
| -8% | -$5.32M | 7.64% | 2 |
|
|
2023
Q3 | $60.3M | Buy |
153,513
+45,337
| +42% | +$17.8M | 8.04% | 3 |
|
|
2023
Q2 | $44.1M | Buy |
108,176
+47,133
| +77% | +$19.2M | 5.99% | 4 |
|
|
2023
Q1 | $23M | Sell |
61,043
-4,586
| -7% | -$1.72M | 3.64% | 5 |
|
|
2022
Q4 | $22.3M | Buy |
65,629
+28,749
| +78% | +$9.78M | 4.22% | 5 |
|
|
2022
Q3 | $12.1M | Sell |
36,880
-12,579
| -25% | -$4.14M | 2.23% | 9 |
|
|
2022
Q2 | $17.2M | Sell |
49,459
-9,916
| -17% | -$3.44M | 3.21% | 5 |
|
|
2022
Q1 | $24.7M | Sell |
59,375
-5,346
| -8% | -$2.22M | 3.68% | 5 |
|
|
2021
Q4 | $28.3M | Buy |
64,721
+25,909
| +67% | +$11.3M | 3.93% | 4 |
|
|
2021
Q3 | $15.3M | Sell |
38,812
-9,852
| -20% | -$3.89M | 2.01% | 9 |
|
|
2021
Q2 | $19.2M | Buy |
48,664
+27,878
| +134% | +$11M | 2.34% | 12 |
|
|
2021
Q1 | $7.57M | Sell |
20,786
-135
| -0.6% | -$49.2K | 0.98% | 27 |
|
|
2020
Q4 | $7.19M | Sell |
20,921
-1,018
| -5% | -$350K | 1.13% | 21 |
|
|
2020
Q3 | $6.75M | Buy |
21,939
+635
| +3% | +$195K | 1.19% | 17 |
|
|
2020
Q2 | $6.04M | Buy |
21,304
+4,560
| +27% | +$1.29M | 1.23% | 21 |
|
|
2020
Q1 | $4.27M | Sell |
16,744
-137
| -0.8% | -$35K | 1.07% | 24 |
|
|
2019
Q4 | $4.99M | Sell |
16,881
-1,030
| -6% | -$305K | 1.44% | 17 |
|
|
2019
Q3 | $4.88M | Sell |
17,911
-2,362
| -12% | -$644K | 1.82% | 14 |
|
|
2019
Q2 | $5.46M | Buy |
20,273
+128
| +0.6% | +$34.4K | 1.87% | 10 |
|
|
2019
Q1 | $5.23M | Buy |
20,145
+3,011
| +18% | +$781K | 1.86% | 12 |
|
|
2018
Q4 | $3.94M | Buy |
17,134
+794
| +5% | +$182K | 1.75% | 12 |
|
|
2018
Q3 | $4.36M | Buy |
16,340
+1,430
| +10% | +$382K | 1.44% | 9 |
|
|
2018
Q2 | $3.72M | Sell |
14,910
-1,966
| -12% | -$491K | 1.53% | 13 |
|
|
2018
Q1 | $4.09M | Buy |
16,876
+1,082
| +7% | +$262K | 1.2% | 12 |
|
|
2017
Q4 | $3.87M | Hold |
15,794
| – | – | 1.25% | 11 |
|
|
2017
Q3 | $3.65M | Sell |
15,794
-612
| -4% | -$141K | 1.48% | 10 |
|
|
2017
Q2 | $3.73M | Sell |
16,406
-3
| -0% | -$682 | 1.55% | 9 |
|
|
2017
Q1 | $3.63M | Buy |
16,409
+4,471
| +37% | +$988K | 1.58% | 13 |
|
|
2016
Q4 | $2.45M | Buy |
11,938
+10,695
| +860% | +$2.2M | 1.04% | 16 |
|
|
2016
Q3 | $247K | Hold |
1,243
| – | – | 0.14% | 112 |
|
|
2016
Q2 | $247K | Buy |
1,243
+17
| +1% | +$3.38K | 0.15% | 108 |
|
|
2016
Q1 | $231K | Hold |
1,226
| – | – | 0.19% | 91 |
|
|
2015
Q4 | $229K | Buy |
+1,226
| New | +$229K | 0.22% | 73 |
|