Thrive Capital Management (Pennsylvania)’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
$3.46M Buy
+6,085
New +$3.46M 1.08% 24
2025
Q1
Sell
-5,181
Closed -$2.79M 145
2024
Q4
$2.79M Buy
5,181
+1,469
+40% +$791K 1.28% 21
2024
Q3
$1.96M Sell
3,712
-267
-7% -$141K 0.92% 29
2024
Q2
$1.99M Sell
3,979
-80,114
-95% -$40.1M 0.91% 31
2024
Q1
$15.5M Buy
84,093
+78,985
+1,546% +$14.5M 8.24% 3
2023
Q4
$2.23M Buy
5,108
+648
+15% +$283K 1.19% 28
2023
Q3
$1.75M Sell
4,460
-183
-4% -$71.9K 0.97% 34
2023
Q2
$1.89M Buy
4,643
+2,789
+150% +$1.14M 1.08% 27
2023
Q1
$688K Buy
1,854
+27
+1% +$10K 0.43% 50
2022
Q4
$642K Buy
1,827
+1,048
+135% +$368K 0.42% 52
2022
Q3
$256K Buy
779
+1
+0.1% +$329 0.17% 92
2022
Q2
$270K Sell
778
-54
-6% -$18.7K 0.19% 85
2022
Q1
$346K Hold
832
0.21% 65
2021
Q4
$363K Buy
832
+41
+5% +$17.9K 0.24% 73
2021
Q3
$312K Sell
791
-9
-1% -$3.55K 0.23% 88
2021
Q2
$315K Buy
+800
New +$315K 0.25% 90