Valley Forge Investment Consultants’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 | $1.65M | Hold |
2,906
| – | – | 0.53% | 22 |
|
|
2025
Q1 | $1.49M | Buy |
2,906
+11
| +0.4% | +$5.65K | 0.53% | 22 |
|
|
2024
Q4 | $1.56M | Buy |
2,895
+9
| +0.3% | +$4.85K | 0.54% | 22 |
|
|
2024
Q3 | $1.52M | Buy |
2,886
+10
| +0.3% | +$5.28K | 0.53% | 22 |
|
|
2024
Q2 | $1.44M | Hold |
2,876
| – | – | 0.54% | 22 |
|
|
2024
Q1 | $1.38M | Buy |
2,876
+865
| +43% | +$416K | 0.54% | 22 |
|
|
2023
Q4 | $879K | Sell |
2,011
-845
| -30% | -$369K | 0.39% | 24 |
|
|
2023
Q3 | $1.12M | Buy |
+2,856
| New | +$1.12M | 0.51% | 25 |
|
|
2023
Q1 | – | Sell |
-2,833
| Closed | -$995K | – | 79 |
|
|
2022
Q4 | $995K | Buy |
2,833
+14
| +0.5% | +$4.92K | 0.52% | 21 |
|
|
2022
Q3 | $925K | Hold |
2,819
| – | – | 0.51% | 24 |
|
|
2022
Q2 | $978K | Sell |
2,819
-608
| -18% | -$211K | 0.49% | 22 |
|
|
2022
Q1 | $1.42M | Buy |
3,427
+850
| +33% | +$353K | 0.59% | 24 |
|
|
2021
Q4 | $1.13M | Buy |
2,577
+1,079
| +72% | +$471K | 0.5% | 25 |
|
|
2021
Q3 | $591K | Sell |
1,498
-766
| -34% | -$302K | 0.32% | 39 |
|
|
2021
Q2 | $891K | Buy |
2,264
+1,425
| +170% | +$561K | 0.48% | 30 |
|
|
2021
Q1 | $306K | Buy |
839
+3
| +0.4% | +$1.09K | 0.21% | 52 |
|
|
2020
Q4 | $287K | Buy |
+836
| New | +$287K | 0.25% | 49 |
|