Watchman Group’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 | $804K | Sell |
1,415
-10
| -0.7% | -$5.68K | 0.21% | 49 |
|
|
2025
Q1 | $732K | Sell |
1,425
-127
| -8% | -$65.3K | 0.21% | 52 |
|
|
2024
Q4 | $836K | Buy |
1,552
+37
| +2% | +$19.9K | 0.22% | 51 |
|
|
2024
Q3 | $799K | Sell |
1,515
-68
| -4% | -$35.9K | 0.21% | 53 |
|
|
2024
Q2 | $792K | Buy |
1,583
+14
| +0.9% | +$7K | 0.25% | 53 |
|
|
2024
Q1 | $754K | Sell |
1,569
-31
| -2% | -$14.9K | 0.23% | 56 |
|
|
2023
Q4 | $699K | Buy |
+1,600
| New | +$699K | 0.23% | 55 |
|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$564K | – | 71 |
|
|
2023
Q1 | $564K | Sell |
1,500
-1,380
| -48% | -$519K | 0.29% | 49 |
|
|
2022
Q4 | $1.01M | Hold |
2,880
| – | – | 0.56% | 43 |
|
|
2022
Q3 | $946K | Sell |
2,880
-250
| -8% | -$82.1K | 0.6% | 42 |
|
|
2022
Q2 | $1.09M | Hold |
3,130
| – | – | 0.67% | 45 |
|
|
2022
Q1 | $1.3M | Sell |
3,130
-283
| -8% | -$117K | 0.77% | 45 |
|
|
2021
Q4 | $1.49M | Sell |
3,413
-10
| -0.3% | -$4.37K | 0.78% | 50 |
|
|
2021
Q3 | $1.35M | Sell |
3,423
-50
| -1% | -$19.7K | 0.87% | 48 |
|
|
2021
Q2 | $1.37M | Sell |
3,473
-995
| -22% | -$392K | 0.8% | 50 |
|
|
2021
Q1 | $1.63M | Buy |
4,468
+685
| +18% | +$250K | 1% | 48 |
|
|
2020
Q4 | $1.3M | Buy |
3,783
+8
| +0.2% | +$2.75K | 0.86% | 49 |
|
|
2020
Q3 | $1.16M | Buy |
+3,775
| New | +$1.16M | 0.86% | 50 |
|