Sage Financial Management 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 | $8.58M | Sell |
15,105
-1,536
| -9% | -$872K | 2.97% | 11 |
|
|
2025
Q1 | $8.55M | Sell |
16,641
-177
| -1% | -$91K | 3.1% | 8 |
|
|
2024
Q4 | $9.06M | Sell |
16,818
-118
| -0.7% | -$63.6K | 3.36% | 9 |
|
|
2024
Q3 | $8.94M | Buy |
+16,936
| New | +$8.94M | 3.46% | 9 |
|
|
2024
Q2 | – | Sell |
-17,625
| Closed | -$8.47M | – | 48 |
|
|
2024
Q1 | $8.47M | Buy |
17,625
+293
| +2% | +$141K | 4.01% | 8 |
|
|
2023
Q4 | $7.57M | Sell |
17,332
-1,023
| -6% | -$447K | 4.06% | 7 |
|
|
2023
Q3 | $7.21M | Buy |
+18,355
| New | +$7.21M | 4.34% | 7 |
|
|
2023
Q2 | – | Sell |
-18,592
| Closed | -$6.99M | – | 32 |
|
|
2023
Q1 | $6.99M | Sell |
18,592
-2,806
| -13% | -$1.06M | 5.63% | 6 |
|
|
2022
Q4 | $7.52M | Buy |
21,398
+3,691
| +21% | +$1.3M | 5.25% | 7 |
|
|
2022
Q3 | $5.81M | Sell |
17,707
-3,081
| -15% | -$1.01M | 5.12% | 8 |
|
|
2022
Q2 | $7.21M | Sell |
20,788
-386
| -2% | -$134K | 5.05% | 7 |
|
|
2022
Q1 | $8.79M | Sell |
21,174
-150
| -0.7% | -$62.3K | 6.03% | 6 |
|
|
2021
Q4 | $9.31M | Buy |
+21,324
| New | +$9.31M | 6.21% | 6 |
|
|
2021
Q2 | – | Sell |
-20,487
| Closed | -$7.46M | – | 113 |
|
|
2021
Q1 | $7.46M | Sell |
20,487
-790
| -4% | -$288K | 5.75% | 7 |
|
|
2020
Q4 | $7.31M | Buy |
+21,277
| New | +$7.31M | 5.74% | 7 |
|