River Street Advisors’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 | $461K | Sell |
812
-101
| -11% | -$57.4K | 0.2% | 106 |
|
|
2025
Q1 | $469K | Sell |
913
-183
| -17% | -$94K | 0.23% | 96 |
|
|
2024
Q4 | $591K | Buy |
1,096
+183
| +20% | +$98.6K | 0.3% | 79 |
|
|
2024
Q3 | $482K | Sell |
913
-392
| -30% | -$207K | 0.26% | 92 |
|
|
2024
Q2 | $653K | Hold |
1,305
| – | – | 0.4% | 70 |
|
|
2024
Q1 | $627K | Hold |
1,305
| – | – | 0.42% | 68 |
|
|
2023
Q4 | $570K | Buy |
1,305
+57
| +5% | +$24.9K | 0.45% | 64 |
|
|
2023
Q3 | $490K | Hold |
1,248
| – | – | 0.46% | 67 |
|
|
2023
Q2 | $508K | Sell |
1,248
-82
| -6% | -$33.4K | 0.48% | 66 |
|
|
2023
Q1 | $500K | Sell |
1,330
-55
| -4% | -$20.7K | 0.49% | 67 |
|
|
2022
Q4 | $487K | Buy |
+1,385
| New | +$487K | 0.52% | 67 |
|