Santori & Peters Inc’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 | $621K | Buy |
1,093
+8
| +0.7% | +$4.55K | 0.22% | 37 |
|
|
2025
Q1 | $558K | Sell |
1,085
-1
| -0.1% | -$514 | 0.22% | 36 |
|
|
2024
Q4 | $585K | Buy |
1,086
+28
| +3% | +$15.1K | 0.22% | 36 |
|
|
2024
Q3 | $558K | Sell |
1,058
-1
| -0.1% | -$528 | 0.22% | 36 |
|
|
2024
Q2 | $529K | Sell |
1,059
-27
| -2% | -$13.5K | 0.23% | 31 |
|
|
2024
Q1 | $522K | Buy |
1,086
+2
| +0.2% | +$961 | 0.23% | 30 |
|
|
2023
Q4 | $473K | Sell |
1,084
-16
| -1% | -$6.99K | 0.23% | 34 |
|
|
2023
Q3 | $432K | Buy |
1,100
+314
| +40% | +$123K | 0.23% | 35 |
|
|
2023
Q2 | $320K | Sell |
786
-6
| -0.8% | -$2.44K | 0.16% | 40 |
|
|
2023
Q1 | $298K | Buy |
792
+2
| +0.3% | +$752 | 0.16% | 40 |
|
|
2022
Q4 | $277K | Sell |
790
-7
| -0.9% | -$2.46K | 0.16% | 37 |
|
|
2022
Q3 | $261K | Sell |
797
-22
| -3% | -$7.21K | 0.18% | 35 |
|
|
2022
Q2 | $284K | Hold |
819
| – | – | 0.18% | 38 |
|
|
2022
Q1 | $340K | Buy |
819
+241
| +42% | +$100K | 0.19% | 39 |
|
|
2021
Q4 | $252K | Sell |
578
-46
| -7% | -$20.1K | 0.13% | 41 |
|
|
2021
Q3 | $246K | Sell |
624
-144
| -19% | -$56.8K | 0.14% | 45 |
|
|
2021
Q2 | $302K | Sell |
768
-24
| -3% | -$9.44K | 0.17% | 42 |
|
|
2021
Q1 | $288K | Sell |
792
-48
| -6% | -$17.5K | 0.17% | 45 |
|
|
2020
Q4 | $294K | Buy |
840
+6
| +0.7% | +$2.1K | 0.17% | 61 |
|
|
2020
Q3 | $256K | Sell |
834
-116
| -12% | -$35.6K | 0.17% | 59 |
|
|
2020
Q2 | $269K | Hold |
950
| – | – | 0.21% | 45 |
|
|
2020
Q1 | $225K | Buy |
950
+5
| +0.5% | +$1.18K | 0.19% | 61 |
|
|
2019
Q4 | $279K | Sell |
945
-41
| -4% | -$12.1K | 0.18% | 63 |
|
|
2019
Q3 | $268K | Sell |
986
-379
| -28% | -$103K | 0.19% | 59 |
|
|
2019
Q2 | $367K | Sell |
1,365
-51
| -4% | -$13.7K | 0.27% | 47 |
|
|
2019
Q1 | $367K | Sell |
1,416
-48
| -3% | -$12.4K | 0.31% | 33 |
|
|
2018
Q4 | $336K | Sell |
1,464
-187
| -11% | -$42.9K | 0.3% | 44 |
|
|
2018
Q3 | $440K | Sell |
1,651
-514
| -24% | -$137K | 0.34% | 30 |
|
|
2018
Q2 | $540K | Sell |
2,165
-485
| -18% | -$121K | 0.48% | 24 |
|
|
2018
Q1 | $641K | Buy |
2,650
+188
| +8% | +$45.5K | 0.59% | 21 |
|
|
2017
Q4 | $591K | Buy |
+2,462
| New | +$591K | 0.53% | 23 |
|