VCM
Vision Capital 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 | $6.55M | Buy |
11,523
+309
| +3% | +$176K | 0.86% | 29 |
|
|
2025
Q1 | $5.76M | Sell |
11,214
-371
| -3% | -$191K | 0.83% | 32 |
|
|
2024
Q4 | $6.24M | Sell |
11,585
-90
| -0.8% | -$48.5K | 0.92% | 29 |
|
|
2024
Q3 | $6.16M | Sell |
11,675
-2,028
| -15% | -$1.07M | 0.87% | 32 |
|
|
2024
Q2 | $6.85M | Sell |
13,703
-546
| -4% | -$273K | 1.02% | 27 |
|
|
2024
Q1 | $6.85M | Sell |
14,249
-239
| -2% | -$115K | 1.02% | 30 |
|
|
2023
Q4 | $6.33M | Sell |
14,488
-340
| -2% | -$149K | 0.99% | 32 |
|
|
2023
Q3 | $5.82M | Sell |
14,828
-252
| -2% | -$99K | 1.07% | 32 |
|
|
2023
Q2 | $6.14M | Sell |
15,080
-161
| -1% | -$65.6K | 1.05% | 32 |
|
|
2023
Q1 | $5.73M | Sell |
15,241
-316
| -2% | -$119K | 1.04% | 32 |
|
|
2022
Q4 | $5.47M | Buy |
15,557
+45
| +0.3% | +$15.8K | 1.04% | 34 |
|
|
2022
Q3 | $5.09M | Sell |
15,512
-699
| -4% | -$230K | 1.05% | 34 |
|
|
2022
Q2 | $5.62M | Sell |
16,211
-51
| -0.3% | -$17.7K | 1.06% | 33 |
|
|
2022
Q1 | $6.75M | Sell |
16,262
-6
| -0% | -$2.49K | 1.11% | 31 |
|
|
2021
Q4 | $7.1M | Sell |
16,268
-634
| -4% | -$277K | 1.06% | 32 |
|
|
2021
Q3 | $6.67M | Buy |
16,902
+24
| +0.1% | +$9.47K | 1.09% | 32 |
|
|
2021
Q2 | $6.64M | Buy |
16,878
+4
| +0% | +$1.57K | 1.1% | 31 |
|
|
2021
Q1 | $6.15M | Sell |
16,874
-741
| -4% | -$270K | 1.09% | 30 |
|
|
2020
Q4 | $6.05M | Sell |
17,615
-2,001
| -10% | -$688K | 1.13% | 29 |
|
|
2020
Q3 | $6.04M | Sell |
19,616
-289
| -1% | -$88.9K | 1.27% | 30 |
|
|
2020
Q2 | $5.64M | Sell |
19,905
-1,198
| -6% | -$340K | 1.29% | 26 |
|
|
2020
Q1 | $5M | Sell |
21,103
-1,948
| -8% | -$461K | 1.33% | 26 |
|
|
2019
Q4 | $6.82M | Sell |
23,051
-497
| -2% | -$147K | 1.6% | 18 |
|
|
2019
Q3 | $6.42M | Sell |
23,548
-1,733
| -7% | -$472K | 1.67% | 19 |
|
|
2019
Q2 | $6.8M | Sell |
25,281
-713
| -3% | -$192K | 1.79% | 17 |
|
|
2019
Q1 | $6.75M | Sell |
25,994
-2,026
| -7% | -$526K | 1.88% | 12 |
|
|
2018
Q4 | $6.44M | Buy |
28,020
+794
| +3% | +$182K | 2.03% | 12 |
|
|
2018
Q3 | $7.27M | Sell |
27,226
-733
| -3% | -$196K | 1.97% | 12 |
|
|
2018
Q2 | $6.98M | Sell |
27,959
-912
| -3% | -$228K | 2.03% | 11 |
|
|
2018
Q1 | $6.99M | Sell |
28,871
-4,268
| -13% | -$1.03M | 2.06% | 10 |
|
|
2017
Q4 | $8.13M | Sell |
33,139
-5,330
| -14% | -$1.31M | 2.36% | 10 |
|
|
2017
Q3 | $8.88M | Sell |
38,469
-6,628
| -15% | -$1.53M | 2.82% | 9 |
|
|
2017
Q2 | $10M | Sell |
45,097
-4,188
| -8% | -$930K | 3.43% | 8 |
|
|
2017
Q1 | $10.7M | Sell |
49,285
-2,479
| -5% | -$536K | 3.83% | 6 |
|
|
2016
Q4 | $10.6M | Buy |
51,764
+6,351
| +14% | +$1.3M | 4.15% | 5 |
|
|
2016
Q3 | $9.02M | Buy |
45,413
+7,524
| +20% | +$1.49M | 3.78% | 7 |
|
|
2016
Q2 | $7.28M | Buy |
37,889
+4,898
| +15% | +$941K | 3.08% | 8 |
|
|
2016
Q1 | $6.22M | Buy |
32,991
+4,117
| +14% | +$776K | 1.52% | 33 |
|
|
2015
Q4 | $5.4M | Buy |
+28,874
| New | +$5.4M | 1.24% | 39 |
|