Scott Capital 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 | $70.5M | Buy |
122,899
+559
| +0.5% | +$321K | 19.1% | 1 |
|
2025
Q1 | $62.9M | Sell |
122,340
-6,801
| -5% | -$3.5M | 18.75% | 1 |
|
2024
Q4 | $69M | Sell |
129,141
-2,775
| -2% | -$1.48M | 19.84% | 1 |
|
2024
Q3 | $69.6M | Sell |
131,916
-578
| -0.4% | -$305K | 19.74% | 1 |
|
2024
Q2 | $67.7M | Sell |
132,494
-258
| -0.2% | -$132K | 20% | 1 |
|
2024
Q1 | $63.4M | Buy |
132,752
+1,445
| +1% | +$690K | 19.28% | 1 |
|
2023
Q4 | $57.4M | Sell |
131,307
-1,516
| -1% | -$662K | 19.25% | 1 |
|
2023
Q3 | $53.2M | Buy |
132,823
+12,891
| +11% | +$5.16M | 21.2% | 1 |
|
2023
Q2 | $48.8M | Buy |
119,932
+4,406
| +4% | +$1.79M | 21.01% | 1 |
|
2023
Q1 | $43.4M | Buy |
115,526
+1,755
| +2% | +$660K | 20.94% | 1 |
|
2022
Q4 | $40M | Buy |
113,771
+3,548
| +3% | +$1.25M | 22.65% | 1 |
|
2022
Q3 | $36.2M | Buy |
110,223
+3,943
| +4% | +$1.29M | 24.7% | 1 |
|
2022
Q2 | $36.9M | Buy |
106,280
+2,568
| +2% | +$891K | 24.95% | 1 |
|
2022
Q1 | $43.1M | Sell |
103,712
-1,155
| -1% | -$480K | 25.34% | 1 |
|
2021
Q4 | $45.8M | Buy |
+104,867
| New | +$45.8M | 27.91% | 1 |
|