Ramsay Stattman Vela & Price’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 | $211K | Sell |
371
-50
| -12% | -$28.4K | 0.04% | 79 |
|
|
2025
Q1 | $216K | Buy |
421
+1
| +0.2% | +$514 | 0.04% | 78 |
|
|
2024
Q4 | $226K | Buy |
420
+1
| +0.2% | +$539 | 0.04% | 73 |
|
|
2024
Q3 | $221K | Sell |
419
-69
| -14% | -$36.4K | 0.04% | 74 |
|
|
2024
Q2 | $244K | Sell |
488
-158
| -24% | -$79.1K | 0.05% | 72 |
|
|
2024
Q1 | $311K | Sell |
646
-95
| -13% | -$45.7K | 0.06% | 70 |
|
|
2023
Q4 | $323K | Sell |
741
-132
| -15% | -$57.6K | 0.07% | 73 |
|
|
2023
Q3 | $343K | Sell |
873
-589
| -40% | -$231K | 0.07% | 73 |
|
|
2023
Q2 | $596K | Sell |
1,462
-220
| -13% | -$89.6K | 0.12% | 69 |
|
|
2023
Q1 | $633K | Buy |
1,682
+2
| +0.1% | +$752 | 0.14% | 71 |
|
|
2022
Q4 | $590K | Buy |
+1,680
| New | +$590K | 0.13% | 72 |
|