Sittner & Nelson’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 | $1.58M | Buy |
2,790
+546
| +24% | +$310K | 0.64% | 32 |
|
|
2025
Q1 | $1.15M | Buy |
2,244
+216
| +11% | +$111K | 0.49% | 37 |
|
|
2024
Q4 | $1.09M | Sell |
2,028
-14
| -0.7% | -$7.54K | 0.47% | 39 |
|
|
2024
Q3 | $1.08M | Sell |
2,042
-40
| -2% | -$21.1K | 0.48% | 40 |
|
|
2024
Q2 | $1.04M | Hold |
2,082
| – | – | 0.51% | 36 |
|
|
2024
Q1 | $1M | Buy |
2,082
+67
| +3% | +$32.2K | 0.5% | 39 |
|
|
2023
Q4 | $880K | Hold |
2,015
| – | – | 0.47% | 43 |
|
|
2023
Q3 | $791K | Buy |
2,015
+750
| +59% | +$295K | 0.46% | 42 |
|
|
2023
Q2 | $515K | Hold |
1,265
| – | – | 0.28% | 60 |
|
|
2023
Q1 | $476K | Hold |
1,265
| – | – | 0.27% | 64 |
|
|
2022
Q4 | $444K | Buy |
1,265
+75
| +6% | +$26.4K | 0.27% | 69 |
|
|
2022
Q3 | $391K | Buy |
1,190
+170
| +17% | +$55.9K | 0.26% | 65 |
|
|
2022
Q2 | $354K | Hold |
1,020
| – | – | 0.23% | 77 |
|
|
2022
Q1 | $423K | Sell |
1,020
-590
| -37% | -$245K | 0.24% | 66 |
|
|
2021
Q4 | $703K | Buy |
1,610
+500
| +45% | +$218K | 0.41% | 49 |
|
|
2021
Q3 | $438K | Hold |
1,110
| – | – | 0.28% | 61 |
|
|
2021
Q2 | $437K | Hold |
1,110
| – | – | 0.31% | 59 |
|
|
2021
Q1 | $404K | Hold |
1,110
| – | – | 0.3% | 63 |
|
|
2020
Q4 | $381K | Buy |
+1,110
| New | +$381K | 0.34% | 59 |
|