Vanguard Personalized Indexing Management’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 | $9.05M | Buy |
15,932
+2,498
| +19% | +$1.42M | 0.1% | 176 |
|
|
2025
Q1 | $6.9M | Buy |
13,434
+4,356
| +48% | +$2.24M | 0.1% | 178 |
|
|
2024
Q4 | $4.89M | Buy |
9,078
+6,174
| +213% | +$3.33M | 0.07% | 220 |
|
|
2024
Q3 | $1.53M | Sell |
2,904
-196
| -6% | -$103K | 0.02% | 568 |
|
|
2024
Q2 | $1.33M | Buy |
3,100
+485
| +19% | +$208K | 0.03% | 560 |
|
|
2024
Q1 | $1.26M | Sell |
2,615
-224
| -8% | -$108K | 0.03% | 552 |
|
|
2023
Q4 | $1.24M | Buy |
2,839
+2,039
| +255% | +$891K | 0.03% | 528 |
|
|
2023
Q3 | $314K | Buy |
800
+196
| +32% | +$77K | 0.01% | 1106 |
|
|
2023
Q2 | $246K | Buy |
+604
| New | +$246K | 0.01% | 1233 |
|
|
2023
Q1 | – | Sell |
-3,678
| Closed | -$1.29M | – | 1502 |
|
|
2022
Q4 | $1.29M | Buy |
3,678
+468
| +15% | +$164K | 0.05% | 406 |
|
|
2022
Q3 | $1.05M | Sell |
3,210
-1,841
| -36% | -$604K | 0.05% | 454 |
|
|
2022
Q2 | $1.75M | Sell |
5,051
-287
| -5% | -$99.5K | 0.08% | 246 |
|
|
2022
Q1 | $2.22M | Sell |
5,338
-130
| -2% | -$54K | 0.11% | 172 |
|
|
2021
Q4 | $2.39M | Hold |
5,468
| – | – | 0.14% | 127 |
|
|
2021
Q3 | $2.16M | Hold |
5,468
| – | – | 0.19% | 99 |
|
|
2021
Q2 | $2.15M | Hold |
5,468
| – | – | 0.23% | 87 |
|
|
2021
Q1 | $1.99M | Buy |
5,468
+440
| +9% | +$160K | 0.3% | 66 |
|
|
2020
Q4 | $1.73M | Buy |
+5,028
| New | +$1.73M | 0.38% | 55 |
|