Waters Parkerson & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Waters Parkerson & Co’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.16M	Buy	10,851 +149	+1%	+$84.6K	0.31%	55
2025 Q1	$5.5M	Buy	10,702 +789	+8%	+$405K	0.29%	57
2024 Q4	$5.34M	Buy	9,913 +447	+5%	+$241K	0.28%	56
2024 Q3	$5M	Buy	9,466 +205	+2%	+$108K	0.25%	60
2024 Q2	$4.63M	Sell	9,261 -93	-1%	-$46.5K	0.25%	59
2024 Q1	$4.5M	Buy	9,354 +1,147	+14%	+$551K	0.23%	61
2023 Q4	$3.59M	Buy	8,207 +343	+4%	+$150K	0.2%	62
2023 Q3	$3.09M	Sell	7,864 -273	-3%	-$107K	0.18%	61
2023 Q2	$3.31M	Buy	8,137 +219	+3%	+$89.2K	0.19%	59
2023 Q1	$2.98M	Buy	7,918 +602	+8%	+$226K	0.18%	60
2022 Q4	$2.57M	Buy	7,316 +85	+1%	+$29.9K	0.15%	64
2022 Q3	$2.37M	Buy	7,231 +162	+2%	+$53.2K	0.16%	61
2022 Q2	$2.45M	Buy	7,069 +1,111	+19%	+$385K	0.15%	60
2022 Q1	$2.47M	Buy	5,958 +1,575	+36%	+$654K	0.14%	66
2021 Q4	$1.91M	Buy	4,383 +158	+4%	+$69K	0.1%	75
2021 Q3	$1.67M	Buy	4,225 +400	+10%	+$158K	0.1%	77
2021 Q2	$1.51M	Hold	3,825	–	–	0.09%	81
2021 Q1	$1.39M	Buy	3,825 +50	+1%	+$18.2K	0.09%	80
2020 Q4	$1.3M	Buy	3,775 +2,567	+213%	+$882K	0.09%	79
2020 Q3	$372K	Sell	1,208 -195	-14%	-$60.1K	0.03%	127
2020 Q2	$398K	Buy	1,403 +4	+0.3%	+$1.14K	0.03%	114
2020 Q1	$331K	Buy	1,399 +371	+36%	+$87.8K	0.03%	117
2019 Q4	$304K	Buy	1,028 +233	+29%	+$68.9K	0.02%	131
2019 Q3	$217K	Buy	+795	New	+$217K	0.02%	149
2018 Q4	–	Sell	-955	Closed	-$255K	–	166
2018 Q3	$255K	Buy	955 +70	+8%	+$18.7K	0.02%	145
2018 Q2	$221K	Sell	885 -420	-32%	-$105K	0.02%	156
2018 Q1	$316K	Sell	1,305 -35	-3%	-$8.48K	0.03%	132
2017 Q4	$329K	Sell	1,340 -50	-4%	-$12.3K	0.03%	130
2017 Q3	$321K	Sell	1,390 -200	-13%	-$46.2K	0.03%	133
2017 Q2	$353K	Buy	1,590 +155	+11%	+$34.4K	0.03%	122
2017 Q1	$310K	Sell	1,435 -215	-13%	-$46.4K	0.03%	129
2016 Q4	$339K	Buy	1,650 +5	+0.3%	+$1.03K	0.03%	123
2016 Q3	$327K	Hold	1,645	–	–	0.03%	126
2016 Q2	$316K	Buy	+1,645	New	+$316K	0.03%	122