Silver Oak Securities’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 | $4.59M | Buy |
8,077
+769
| +11% | +$437K | 0.37% | 57 |
|
2025
Q1 | $3.73M | Sell |
7,308
-20
| -0.3% | -$10.2K | 0.34% | 66 |
|
2024
Q4 | $3.96M | Buy |
7,328
+734
| +11% | +$397K | 0.37% | 64 |
|
2024
Q3 | $3.41M | Sell |
6,594
-870
| -12% | -$449K | 0.36% | 65 |
|
2024
Q2 | $3.73M | Buy |
7,464
+3,054
| +69% | +$1.53M | 0.56% | 46 |
|
2024
Q1 | $2.12M | Buy |
4,410
+1,281
| +41% | +$616K | 0.32% | 74 |
|
2023
Q4 | $1.37M | Buy |
3,129
+297
| +10% | +$130K | 0.18% | 128 |
|
2023
Q3 | $1.11M | Sell |
2,832
-249
| -8% | -$97.8K | 0.24% | 77 |
|
2023
Q2 | $1.26M | Sell |
3,081
-134
| -4% | -$54.6K | 0.2% | 104 |
|
2023
Q1 | $1.21M | Sell |
3,215
-693
| -18% | -$261K | 0.2% | 95 |
|
2022
Q4 | $1.37M | Buy |
3,908
+1,076
| +38% | +$378K | 0.26% | 74 |
|
2022
Q3 | $1.11M | Sell |
2,832
-962
| -25% | -$378K | 0.24% | 77 |
|
2022
Q2 | $1.38M | Buy |
3,794
+1,085
| +40% | +$394K | 0.31% | 63 |
|
2022
Q1 | $1.11M | Buy |
+2,709
| New | +$1.11M | 0.23% | 104 |
|