Websterrogers Financial Advisors’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 | $10.3M | Buy |
18,138
+490
| +3% | +$278K | 3.28% | 12 |
|
|
2025
Q1 | $9.07M | Sell |
17,648
-151
| -0.8% | -$77.6K | 3.1% | 12 |
|
|
2024
Q4 | $9.59M | Buy |
17,799
+326
| +2% | +$176K | 3.33% | 10 |
|
|
2024
Q3 | $9.22M | Sell |
17,473
-1,793
| -9% | -$946K | 3.23% | 12 |
|
|
2024
Q2 | $9.64M | Buy |
19,266
+124
| +0.6% | +$62K | 3.43% | 10 |
|
|
2024
Q1 | $9.2M | Buy |
19,142
+3,332
| +21% | +$1.6M | 3.27% | 11 |
|
|
2023
Q4 | $6.91M | Buy |
15,810
+10,809
| +216% | +$4.72M | 2.88% | 15 |
|
|
2023
Q3 | $1.96M | Sell |
5,001
-663
| -12% | -$260K | 0.86% | 22 |
|
|
2023
Q2 | $2.31M | Sell |
5,664
-15
| -0.3% | -$6.11K | 1% | 22 |
|
|
2023
Q1 | $2.14M | Sell |
5,679
-2
| -0% | -$752 | 0.98% | 22 |
|
|
2022
Q4 | $2M | Sell |
5,681
-1,852
| -25% | -$651K | 0.97% | 24 |
|
|
2022
Q3 | $2.47M | Sell |
7,533
-7,190
| -49% | -$2.36M | 1.3% | 12 |
|
|
2022
Q2 | $5.11M | Sell |
14,723
-2,492
| -14% | -$864K | 2.5% | 11 |
|
|
2022
Q1 | $7.17M | Sell |
17,215
-136,588
| -89% | -$56.9M | 3.67% | 7 |
|
|
2021
Q4 | $67.1M | Sell |
153,803
-6,552
| -4% | -$2.86M | 15.2% | 2 |
|
|
2021
Q3 | $63.2M | Sell |
160,355
-1,324
| -0.8% | -$522K | 14.67% | 2 |
|
|
2021
Q2 | $63.2M | Buy |
161,679
+3,912
| +2% | +$1.53M | 15.08% | 2 |
|
|
2021
Q1 | $57.5M | Sell |
157,767
-16,146
| -9% | -$5.88M | 15.55% | 2 |
|
|
2020
Q4 | $60.5M | Buy |
+173,913
| New | +$60.5M | 17.66% | 2 |
|