SB
Strategic Blueprint’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 | $59M | Sell |
103,830
-232
| -0.2% | -$132K | 2.89% | 2 |
|
|
2025
Q1 | $53.5M | Buy |
104,062
+29,612
| +40% | +$15.2M | 2.92% | 2 |
|
|
2024
Q4 | $40.1M | Buy |
74,450
+7,374
| +11% | +$3.97M | 2.38% | 4 |
|
|
2024
Q3 | $35.4M | Buy |
67,076
+9,404
| +16% | +$4.96M | 2.2% | 7 |
|
|
2024
Q2 | $28.8M | Buy |
57,672
+1,924
| +3% | +$962K | 1.96% | 8 |
|
|
2024
Q1 | $26.8M | Buy |
55,748
+5,219
| +10% | +$2.51M | 1.9% | 7 |
|
|
2023
Q4 | $22.1M | Buy |
50,529
+5,126
| +11% | +$2.24M | 1.82% | 8 |
|
|
2023
Q3 | $17.8M | Buy |
45,403
+8,717
| +24% | +$3.42M | 1.64% | 10 |
|
|
2023
Q2 | $14.9M | Buy |
36,686
+14,693
| +67% | +$5.98M | 1.42% | 15 |
|
|
2023
Q1 | $8.27M | Buy |
21,993
+7,478
| +52% | +$2.81M | 0.85% | 28 |
|
|
2022
Q4 | $5.1M | Buy |
14,515
+9,435
| +186% | +$3.31M | 0.59% | 33 |
|
|
2022
Q3 | $1.67M | Sell |
5,080
-6,320
| -55% | -$2.08M | 0.2% | 118 |
|
|
2022
Q2 | $3.95M | Sell |
11,400
-364
| -3% | -$126K | 0.49% | 46 |
|
|
2022
Q1 | $4.88M | Sell |
11,764
-1,159
| -9% | -$481K | 0.57% | 40 |
|
|
2021
Q4 | $5.64M | Buy |
12,923
+2,678
| +26% | +$1.17M | 0.71% | 29 |
|
|
2021
Q3 | $4.04M | Sell |
10,245
-8,607
| -46% | -$3.39M | 0.63% | 34 |
|
|
2021
Q2 | $7.42M | Buy |
18,852
+10,180
| +117% | +$4.01M | 1.16% | 14 |
|
|
2021
Q1 | $3.16M | Buy |
8,672
+488
| +6% | +$178K | 0.67% | 36 |
|
|
2020
Q4 | $2.81M | Sell |
8,184
-9,718
| -54% | -$3.34M | 0.71% | 38 |
|
|
2020
Q3 | $5.51M | Buy |
17,902
+16,942
| +1,765% | +$5.21M | 1.7% | 11 |
|
|
2020
Q2 | $272K | Hold |
960
| – | – | 0.1% | 137 |
|
|
2020
Q1 | $227K | Sell |
960
-689
| -42% | -$163K | 0.13% | 110 |
|
|
2019
Q4 | $488K | Buy |
1,649
+1,459
| +768% | +$432K | 0.34% | 49 |
|
|
2019
Q3 | $52K | Buy |
+190
| New | +$52K | 0.04% | 150 |
|