Stolper & Co’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 | $270K | Sell |
476
-4
| -0.8% | -$2.27K | 0.09% | 87 |
|
|
2025
Q1 | $247K | Hold |
480
| – | – | 0.08% | 85 |
|
|
2024
Q4 | $259K | Sell |
480
-9
| -2% | -$4.86K | 0.09% | 86 |
|
|
2024
Q3 | $258K | Sell |
489
-13
| -3% | -$6.86K | 0.08% | 85 |
|
|
2024
Q2 | $251K | Sell |
502
-18
| -3% | -$9K | 0.09% | 85 |
|
|
2024
Q1 | $250K | Hold |
520
| – | – | 0.09% | 85 |
|
|
2023
Q4 | $227K | Sell |
520
-6
| -1% | -$2.62K | 0.09% | 85 |
|
|
2023
Q3 | $207K | Hold |
526
| – | – | 0.09% | 84 |
|
|
2023
Q2 | $214K | Sell |
526
-14
| -3% | -$5.7K | 0.09% | 85 |
|
|
2023
Q1 | $203K | Sell |
540
-131
| -20% | -$49.2K | 0.09% | 85 |
|
|
2022
Q4 | $236K | Hold |
671
| – | – | 0.1% | 82 |
|
|
2022
Q3 | $220K | Hold |
671
| – | – | 0.11% | 80 |
|
|
2022
Q2 | $233K | Hold |
671
| – | – | 0.11% | 81 |
|
|
2022
Q1 | $279K | Buy |
671
+111
| +20% | +$46.2K | 0.12% | 80 |
|
|
2021
Q4 | $244K | Hold |
560
| – | – | 0.11% | 80 |
|
|
2021
Q3 | $221K | Sell |
560
-9
| -2% | -$3.55K | 0.11% | 82 |
|
|
2021
Q2 | $224K | Sell |
569
-4
| -0.7% | -$1.58K | 0.11% | 86 |
|
|
2021
Q1 | $209K | Buy |
+573
| New | +$209K | 0.11% | 86 |
|
|
2020
Q4 | – | Sell |
-744
| Closed | -$229K | – | 91 |
|
|
2020
Q3 | $229K | Sell |
744
-16
| -2% | -$4.93K | 0.15% | 82 |
|
|
2020
Q2 | $215K | Buy |
+760
| New | +$215K | 0.14% | 81 |
|