Sensible Financial Planning & Management’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 | $24.3M | Buy |
42,741
+2,644
| +7% | +$1.5M | 4.61% | 5 |
|
|
2025
Q1 | $20.6M | Buy |
40,097
+1,249
| +3% | +$642K | 4.11% | 7 |
|
|
2024
Q4 | $20.9M | Buy |
38,848
+930
| +2% | +$501K | 4.34% | 7 |
|
|
2024
Q3 | $20M | Sell |
37,918
-481
| -1% | -$254K | 3.95% | 8 |
|
|
2024
Q2 | $19.2M | Sell |
38,399
-474
| -1% | -$237K | 4.15% | 8 |
|
|
2024
Q1 | $18.7M | Buy |
38,873
+1,170
| +3% | +$562K | 4.13% | 8 |
|
|
2023
Q4 | $16.5M | Buy |
37,703
+93
| +0.2% | +$40.6K | 3.86% | 8 |
|
|
2023
Q3 | $14.8M | Sell |
37,610
-15
| -0% | -$5.89K | 3.71% | 9 |
|
|
2023
Q2 | $15.3M | Sell |
37,625
-5,862
| -13% | -$2.39M | 3.6% | 9 |
|
|
2023
Q1 | $16.4M | Sell |
43,487
-9
| -0% | -$3.39K | 3.86% | 6 |
|
|
2022
Q4 | $15.3M | Buy |
43,496
+6,963
| +19% | +$2.45M | 3.8% | 6 |
|
|
2022
Q3 | $12M | Buy |
36,533
+723
| +2% | +$237K | 3.09% | 8 |
|
|
2022
Q2 | $12.4M | Buy |
35,810
+3,416
| +11% | +$1.18M | 3.13% | 8 |
|
|
2022
Q1 | $13.4M | Sell |
32,394
-376
| -1% | -$156K | 3.59% | 10 |
|
|
2021
Q4 | $14.3M | Buy |
32,770
+1,863
| +6% | +$813K | 4.07% | 9 |
|
|
2021
Q3 | $12.2M | Buy |
30,907
+5
| +0% | +$1.97K | 3.97% | 8 |
|
|
2021
Q2 | $12.2M | Sell |
30,902
-1,001
| -3% | -$394K | 4.11% | 7 |
|
|
2021
Q1 | $11.6M | Sell |
31,903
-1,358
| -4% | -$495K | 4.27% | 7 |
|
|
2020
Q4 | $11.4M | Sell |
33,261
-2,214
| -6% | -$761K | 4.26% | 7 |
|
|
2020
Q3 | $10.9M | Sell |
35,475
-4,296
| -11% | -$1.32M | 4.46% | 7 |
|
|
2020
Q2 | $11.3M | Sell |
39,771
-5,618
| -12% | -$1.59M | 4.84% | 3 |
|
|
2020
Q1 | $10.7M | Sell |
45,389
-2,481
| -5% | -$588K | 5.12% | 3 |
|
|
2019
Q4 | $14.2M | Sell |
47,870
-3,238
| -6% | -$958K | 5.97% | 3 |
|
|
2019
Q3 | $13.9M | Sell |
51,108
-1,289
| -2% | -$351K | 6.01% | 3 |
|
|
2019
Q2 | $14.1M | Sell |
52,397
-1,917
| -4% | -$516K | 6.03% | 3 |
|
|
2019
Q1 | $14.1M | Sell |
54,314
-2,269
| -4% | -$589K | 6.38% | 3 |
|
|
2018
Q4 | $13M | Sell |
56,583
-1,279
| -2% | -$294K | 6.3% | 4 |
|
|
2018
Q3 | $15.5M | Sell |
57,862
-799
| -1% | -$213K | 7.17% | 3 |
|
|
2018
Q2 | $14.6M | Sell |
58,661
-3,367
| -5% | -$840K | 6.94% | 3 |
|
|
2018
Q1 | $15M | Sell |
62,028
-954
| -2% | -$231K | 7.16% | 4 |
|
|
2017
Q4 | $15.4M | Sell |
62,982
-3,453
| -5% | -$847K | 7.89% | 4 |
|
|
2017
Q3 | $15.3M | Sell |
66,435
-3,423
| -5% | -$790K | 8.45% | 3 |
|
|
2017
Q2 | $15.5M | Sell |
69,858
-1,137
| -2% | -$252K | 9.71% | 3 |
|
|
2017
Q1 | $15.4M | Buy |
70,995
+3,262
| +5% | +$706K | 9.89% | 3 |
|
|
2016
Q4 | $13.9M | Buy |
67,733
+1,004
| +2% | +$206K | 9.62% | 3 |
|
|
2016
Q3 | $13.3M | Buy |
66,729
+2,037
| +3% | +$405K | 9.12% | 3 |
|
|
2016
Q2 | $12.4M | Buy |
64,692
+3,508
| +6% | +$674K | 8.7% | 3 |
|
|
2016
Q1 | $11.5M | Buy |
61,184
+10,488
| +21% | +$1.98M | 8.42% | 3 |
|
|
2015
Q4 | $9.48M | Buy |
50,696
+4,769
| +10% | +$892K | 7.21% | 4 |
|
|
2015
Q3 | $8.07M | Buy |
45,927
+12,474
| +37% | +$2.19M | 6.32% | 4 |
|
|
2015
Q2 | $6.32M | Buy |
33,453
+14,217
| +74% | +$2.68M | 5.2% | 6 |
|
|
2015
Q1 | $3.64M | Buy |
19,236
+16,085
| +510% | +$3.04M | 3.31% | 7 |
|
|
2014
Q4 | $594K | Buy |
+3,151
| New | +$594K | 0.61% | 21 |
|