Stelac Advisory Services’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 | $15.1M | Buy |
26,497
+3,697
| +16% | +$2.1M | 5.73% | 6 |
|
|
2025
Q1 | $11.7M | Buy |
22,800
+635
| +3% | +$326K | 4.83% | 6 |
|
|
2024
Q4 | $11.9M | Sell |
22,165
-394
| -2% | -$212K | 4.66% | 6 |
|
|
2024
Q3 | $11.9M | Buy |
22,559
+2,789
| +14% | +$1.47M | 4.83% | 6 |
|
|
2024
Q2 | $9.9M | Buy |
19,770
+976
| +5% | +$489K | 4.15% | 8 |
|
|
2024
Q1 | $9.03M | Buy |
18,794
+3,720
| +25% | +$1.79M | 4.24% | 7 |
|
|
2023
Q4 | $6.58M | Buy |
15,074
+2,097
| +16% | +$916K | 3.54% | 7 |
|
|
2023
Q3 | $5.12M | Buy |
12,977
+640
| +5% | +$253K | 2.79% | 11 |
|
|
2023
Q2 | $5.05M | Sell |
12,337
-369
| -3% | -$151K | 2.25% | 11 |
|
|
2023
Q1 | $4.78M | Buy |
12,706
+190
| +2% | +$71.5K | 2.08% | 15 |
|
|
2022
Q4 | $4.4M | Sell |
12,516
-151
| -1% | -$53.1K | 1.99% | 15 |
|
|
2022
Q3 | $4.16M | Buy |
12,667
+80
| +0.6% | +$26.3K | 1.89% | 14 |
|
|
2022
Q2 | $4.37M | Sell |
12,587
-444
| -3% | -$154K | 1.76% | 20 |
|
|
2022
Q1 | $5.41M | Buy |
13,031
+2,502
| +24% | +$1.04M | 1.95% | 16 |
|
|
2021
Q4 | $4.6M | Buy |
10,529
+4,722
| +81% | +$2.06M | 1.24% | 26 |
|
|
2021
Q3 | $2.29M | Buy |
5,807
+120
| +2% | +$47.3K | 0.61% | 32 |
|
|
2021
Q2 | $2.24M | Buy |
5,687
+1,952
| +52% | +$768K | 0.51% | 39 |
|
|
2021
Q1 | $1.36M | Sell |
3,735
-5,446
| -59% | -$1.98M | 0.5% | 46 |
|
|
2020
Q4 | $3.16M | Buy |
9,181
+1,339
| +17% | +$460K | 0.82% | 29 |
|
|
2020
Q3 | $2.41M | Buy |
7,842
+857
| +12% | +$264K | 0.82% | 26 |
|
|
2020
Q2 | $1.98M | Buy |
6,985
+2,034
| +41% | +$577K | 0.77% | 29 |
|
|
2020
Q1 | $1.17M | Sell |
4,951
-544
| -10% | -$129K | 0.57% | 31 |
|
|
2019
Q4 | $1.63M | Buy |
5,495
+4,087
| +290% | +$1.21M | 1.17% | 21 |
|
|
2019
Q3 | $384K | Hold |
1,408
| – | – | 0.27% | 42 |
|
|
2019
Q2 | $379K | Hold |
1,408
| – | – | 0.29% | 37 |
|
|
2019
Q1 | $324K | Hold |
1,408
| – | – | 0.16% | 43 |
|
|
2018
Q4 | $324K | Hold |
1,408
| – | – | 0.16% | 40 |
|
|
2018
Q3 | $376K | Hold |
1,408
| – | – | 0.11% | 53 |
|
|
2018
Q2 | $351K | Sell |
1,408
-400
| -22% | -$99.7K | 0.1% | 51 |
|
|
2018
Q1 | $438K | Buy |
+1,808
| New | +$438K | 0.13% | 43 |
|