SC
Stephens Consulting’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 | $86.7M | Buy |
152,551
+166
| +0.1% | +$94.3K | 20.55% | 1 |
|
|
2025
Q1 | $78.3M | Buy |
152,385
+2,637
| +2% | +$1.36M | 19.63% | 1 |
|
|
2024
Q4 | $80.7M | Buy |
149,748
+938
| +0.6% | +$505K | 20.19% | 1 |
|
|
2024
Q3 | $78.5M | Buy |
148,810
+2,374
| +2% | +$1.25M | 20.02% | 1 |
|
|
2024
Q2 | $73.2M | Buy |
146,436
+18,615
| +15% | +$9.31M | 20.81% | 1 |
|
|
2024
Q1 | $61.4M | Sell |
127,821
-4,339
| -3% | -$2.09M | 18.85% | 1 |
|
|
2023
Q4 | $57.7M | Buy |
132,160
+6,875
| +5% | +$3M | 19.55% | 1 |
|
|
2023
Q3 | $49.2M | Buy |
125,285
+170
| +0.1% | +$66.8K | 19.98% | 1 |
|
|
2023
Q2 | $51M | Buy |
125,115
+56,947
| +84% | +$23.2M | 20.19% | 1 |
|
|
2023
Q1 | $25.6M | Buy |
68,168
+6,563
| +11% | +$2.47M | 15.45% | 1 |
|
|
2022
Q4 | $21.6M | Buy |
61,605
+9,632
| +19% | +$3.38M | 14.37% | 1 |
|
|
2022
Q3 | $17.1M | Buy |
51,973
+888
| +2% | +$292K | 15.33% | 1 |
|
|
2022
Q2 | $17.7M | Buy |
51,085
+2,853
| +6% | +$990K | 14.42% | 1 |
|
|
2022
Q1 | $20M | Buy |
48,232
+4,595
| +11% | +$1.91M | 16.37% | 1 |
|
|
2021
Q4 | $19.1M | Buy |
+43,637
| New | +$19.1M | 15.77% | 1 |
|