Stokes Family Office’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 | $7.41M | Buy |
13,041
+763
| +6% | +$433K | 0.78% | 36 |
|
|
2025
Q1 | $6.31M | Buy |
12,278
+377
| +3% | +$194K | 0.71% | 34 |
|
|
2024
Q4 | $6.41M | Buy |
11,901
+359
| +3% | +$193K | 0.68% | 32 |
|
|
2024
Q3 | $6.09M | Buy |
11,542
+161
| +1% | +$85K | 0.67% | 31 |
|
|
2024
Q2 | $5.69M | Sell |
11,381
-1,036
| -8% | -$518K | 0.67% | 30 |
|
|
2024
Q1 | $5.97M | Buy |
12,417
+11
| +0.1% | +$5.29K | 0.75% | 31 |
|
|
2023
Q4 | $5.42M | Sell |
12,406
-4,691
| -27% | -$2.05M | 0.73% | 32 |
|
|
2023
Q3 | $6.71M | Sell |
17,097
-653
| -4% | -$256K | 0.79% | 27 |
|
|
2023
Q2 | $7.23M | Sell |
17,750
-1,179
| -6% | -$480K | 0.84% | 24 |
|
|
2023
Q1 | $7.12M | Sell |
18,929
-4,110
| -18% | -$1.55M | 0.89% | 22 |
|
|
2022
Q4 | $8.09M | Sell |
23,039
-2,487
| -10% | -$874K | 1.04% | 20 |
|
|
2022
Q3 | $8.38M | Buy |
25,526
+827
| +3% | +$271K | 1.2% | 17 |
|
|
2022
Q2 | $8.57M | Buy |
24,699
+1,611
| +7% | +$559K | 1.17% | 19 |
|
|
2022
Q1 | $9.59M | Buy |
23,088
+4,330
| +23% | +$1.8M | 1.27% | 19 |
|
|
2021
Q4 | $8.19M | Sell |
18,758
-215
| -1% | -$93.9K | 1.02% | 25 |
|
|
2021
Q3 | $7.48M | Sell |
18,973
-112
| -0.6% | -$44.2K | 1.04% | 25 |
|
|
2021
Q2 | $7.51M | Hold |
19,085
| – | – | 1.06% | 26 |
|
|
2021
Q1 | $6.95M | Buy |
19,085
+53
| +0.3% | +$19.3K | 1.08% | 23 |
|
|
2020
Q4 | $6.54M | Buy |
19,032
+164
| +0.9% | +$56.4K | 1.29% | 18 |
|
|
2020
Q3 | $5.81M | Buy |
18,868
+481
| +3% | +$148K | 1.32% | 19 |
|
|
2020
Q2 | $5.21M | Sell |
18,387
-262
| -1% | -$74.3K | 1.31% | 17 |
|
|
2020
Q1 | $4.42M | Sell |
18,649
-61
| -0.3% | -$14.4K | 1.18% | 21 |
|
|
2019
Q4 | $5.53M | Buy |
+18,710
| New | +$5.53M | 1.23% | 21 |
|