Van Hulzen Asset Management’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 | $1.04M | Buy |
1,822
+190
| +12% | +$108K | 0.09% | 152 |
|
|
2025
Q1 | $839K | Buy |
1,632
+10
| +0.6% | +$5.14K | 0.08% | 166 |
|
|
2024
Q4 | $874K | Buy |
1,622
+142
| +10% | +$76.5K | 0.06% | 172 |
|
|
2024
Q3 | $781K | Buy |
1,480
+219
| +17% | +$116K | 0.06% | 180 |
|
|
2024
Q2 | $631K | Buy |
1,261
+10
| +0.8% | +$5K | 0.04% | 184 |
|
|
2024
Q1 | $601K | Buy |
1,251
+71
| +6% | +$34.1K | 0.04% | 208 |
|
|
2023
Q4 | $515K | Sell |
1,180
-576
| -33% | -$251K | 0.04% | 221 |
|
|
2023
Q3 | $690K | Buy |
1,756
+5
| +0.3% | +$1.97K | 0.05% | 186 |
|
|
2023
Q2 | $713K | Buy |
1,751
+22
| +1% | +$8.96K | 0.06% | 144 |
|
|
2023
Q1 | $650K | Buy |
1,729
+266
| +18% | +$100K | 0.06% | 152 |
|
|
2022
Q4 | $514K | Sell |
1,463
-76
| -5% | -$26.7K | 0.06% | 173 |
|
|
2022
Q3 | $505K | Sell |
1,539
-129
| -8% | -$42.3K | 0.06% | 166 |
|
|
2022
Q2 | $579K | Buy |
1,668
+2
| +0.1% | +$694 | 0.07% | 154 |
|
|
2022
Q1 | $692K | Buy |
1,666
+126
| +8% | +$52.3K | 0.07% | 140 |
|
|
2021
Q4 | $672K | Buy |
1,540
+12
| +0.8% | +$5.24K | 0.07% | 152 |
|
|
2021
Q3 | $603K | Sell |
1,528
-180
| -11% | -$71K | 0.09% | 129 |
|
|
2021
Q2 | $672K | Sell |
1,708
-141
| -8% | -$55.5K | 0.1% | 118 |
|
|
2021
Q1 | $674K | Sell |
1,849
-55
| -3% | -$20K | 0.11% | 114 |
|
|
2020
Q4 | $654K | Sell |
1,904
-258
| -12% | -$88.6K | 0.1% | 113 |
|
|
2020
Q3 | $665K | Sell |
2,162
-998
| -32% | -$307K | 0.1% | 109 |
|
|
2020
Q2 | $896K | Sell |
3,160
-3
| -0.1% | -$851 | 0.13% | 94 |
|
|
2020
Q1 | $749K | Buy |
3,163
+505
| +19% | +$120K | 0.16% | 89 |
|
|
2019
Q4 | $786K | Sell |
2,658
-396
| -13% | -$117K | 0.15% | 104 |
|
|
2019
Q3 | $833K | Buy |
3,054
+7
| +0.2% | +$1.91K | 0.18% | 95 |
|
|
2019
Q2 | $820K | Buy |
3,047
+450
| +17% | +$121K | 0.18% | 92 |
|
|
2019
Q1 | $674K | Sell |
2,597
-355
| -12% | -$92.1K | 0.18% | 90 |
|
|
2018
Q4 | $678K | Sell |
2,952
-25
| -0.8% | -$5.74K | 0.2% | 86 |
|
|
2018
Q3 | $795K | Sell |
2,977
-537
| -15% | -$143K | 0.21% | 87 |
|
|
2018
Q2 | $877K | Buy |
3,514
+310
| +10% | +$77.4K | 0.26% | 73 |
|
|
2018
Q1 | $776K | Sell |
3,204
-809
| -20% | -$196K | 0.24% | 85 |
|
|
2017
Q4 | $984K | Sell |
4,013
-831
| -17% | -$204K | 0.3% | 75 |
|
|
2017
Q3 | $1.12M | Buy |
4,844
+448
| +10% | +$103K | 0.38% | 69 |
|
|
2017
Q2 | $976K | Buy |
+4,396
| New | +$976K | 0.39% | 64 |
|