STALEY CAPITAL ADVISERS’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 | $9.17M | Buy |
16,144
+3,175
| +24% | +$1.8M | 0.39% | 47 |
|
|
2025
Q1 | $6.66M | Buy |
12,969
+7,317
| +129% | +$3.76M | 0.3% | 52 |
|
|
2024
Q4 | $3.05M | Buy |
5,652
+1,038
| +22% | +$559K | 0.14% | 64 |
|
|
2024
Q3 | $2.43M | Buy |
4,614
+96
| +2% | +$50.7K | 0.11% | 72 |
|
|
2024
Q2 | $2.26M | Hold |
4,518
| – | – | 0.1% | 71 |
|
|
2024
Q1 | $2.17M | Sell |
4,518
-25
| -0.6% | -$12K | 0.1% | 71 |
|
|
2023
Q4 | $1.98M | Hold |
4,543
| – | – | 0.1% | 73 |
|
|
2023
Q3 | $1.78M | Sell |
4,543
-46
| -1% | -$18.1K | 0.1% | 75 |
|
|
2023
Q2 | $1.87M | Buy |
4,589
+25
| +0.5% | +$10.2K | 0.1% | 77 |
|
|
2023
Q1 | $1.72M | Buy |
+4,564
| New | +$1.72M | 0.1% | 78 |
|