SRH 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 | $2.91M | Sell |
5,121
-3,875
| -43% | -$2.2M | 0.88% | 11 |
|
|
2025
Q1 | $4.62M | Buy |
8,996
+18
| +0.2% | +$9.25K | 1.43% | 9 |
|
|
2024
Q4 | $4.84M | Hold |
8,978
| – | – | 1.44% | 7 |
|
|
2024
Q3 | $4.74M | Hold |
8,978
| – | – | 1.44% | 9 |
|
|
2024
Q2 | $4.49M | Hold |
8,978
| – | – | 1.5% | 8 |
|
|
2024
Q1 | $4.32M | Sell |
8,978
-5
| -0.1% | -$2.4K | 1.37% | 9 |
|
|
2023
Q4 | $3.92M | Sell |
8,983
-4
| -0% | -$1.75K | 1.37% | 8 |
|
|
2023
Q3 | $3.53M | Buy |
8,987
+704
| +8% | +$276K | 1.72% | 7 |
|
|
2023
Q2 | $3.11M | Hold |
8,283
| – | – | 1.66% | 7 |
|
|
2023
Q1 | $3.12M | Sell |
8,283
-147
| -2% | -$55.3K | 1.66% | 7 |
|
|
2022
Q4 | $2.96M | Buy |
8,430
+1,128
| +15% | +$396K | 1.64% | 7 |
|
|
2022
Q3 | $2.4M | Buy |
7,302
+4,375
| +149% | +$1.44M | 3.12% | 8 |
|
|
2022
Q2 | $1.02M | Buy |
2,927
+255
| +10% | +$88.4K | 1.25% | 21 |
|
|
2022
Q1 | $1.11M | Buy |
2,672
+75
| +3% | +$31.1K | 1.23% | 21 |
|
|
2021
Q4 | $1.13M | Sell |
2,597
-193
| -7% | -$84.3K | 1.29% | 21 |
|
|
2021
Q3 | $1.1M | Buy |
2,790
+130
| +5% | +$51.3K | 1.34% | 22 |
|
|
2021
Q2 | $1.05M | Buy |
2,660
+65
| +3% | +$25.6K | 1.3% | 21 |
|
|
2021
Q1 | $945K | Buy |
2,595
+145
| +6% | +$52.8K | 1.34% | 20 |
|
|
2020
Q4 | $842K | Hold |
2,450
| – | – | 1.39% | 17 |
|
|
2020
Q3 | $754K | Hold |
2,450
| – | – | 1.45% | 16 |
|
|
2020
Q2 | $694K | Sell |
2,450
-5
| -0.2% | -$1.42K | 1.73% | 16 |
|
|
2020
Q1 | $581K | Buy |
2,455
+2,412
| +5,609% | +$571K | 1.62% | 16 |
|
|
2019
Q4 | $13K | Buy |
+43
| New | +$13K | 0.04% | 152 |
|