SFO
Standard Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4M | Buy |
127,386
+2,250
| +2% | +$1.28M | 84.77% | 1 |
|
|
2025
Q1 | $64.3M | Hold |
125,136
| – | – | 84.41% | 1 |
|
|
2024
Q4 | $67.4M | Hold |
125,136
| – | – | 81.65% | 1 |
|
|
2024
Q3 | $66M | Hold |
125,136
| – | – | 80.22% | 1 |
|
|
2024
Q2 | $62.6M | Hold |
125,136
| – | – | 80.52% | 1 |
|
|
2024
Q1 | $60.2M | Hold |
125,136
| – | – | 80.57% | 1 |
|
|
2023
Q4 | $54.7M | Hold |
125,136
| – | – | 87.98% | 1 |
|
|
2023
Q3 | $49.1M | Hold |
125,136
| – | – | 87.34% | 1 |
|
|
2023
Q2 | $51M | Hold |
125,136
| – | – | 87.13% | 1 |
|
|
2023
Q1 | $47.1M | Hold |
125,136
| – | – | 86.02% | 1 |
|
|
2022
Q4 | $44M | Sell |
125,136
-299,158
| -71% | -$105M | 85.7% | 1 |
|
|
2022
Q3 | $139M | Buy |
+424,294
| New | +$139M | 61.29% | 1 |
|
|
2022
Q2 | – | Sell |
-538,948
| Closed | -$224M | – | 257 |
|
|
2022
Q1 | $224M | Buy |
+538,948
| New | +$224M | 60.08% | 1 |
|
|
2021
Q4 | – | Sell |
-478,034
| Closed | -$189M | – | 250 |
|
|
2021
Q3 | $189M | Buy |
478,034
+22,985
| +5% | +$9.07M | 54.69% | 1 |
|
|
2021
Q2 | $179M | Buy |
455,049
+29,337
| +7% | +$11.5M | 37.07% | 1 |
|
|
2021
Q1 | $155M | Buy |
425,712
+15,328
| +4% | +$5.58M | 36.58% | 1 |
|
|
2020
Q4 | $141M | Buy |
+410,384
| New | +$141M | 33.73% | 1 |
|