Weil Company’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 | $26.6M | Buy |
46,907
+26,842
| +134% | +$15.2M | 7.03% | 2 |
|
|
2025
Q1 | $10.3M | Sell |
20,065
-1,082
| -5% | -$556K | 3.08% | 8 |
|
|
2024
Q4 | $11.4M | Buy |
21,147
+9,003
| +74% | +$4.85M | 3.94% | 7 |
|
|
2024
Q3 | $6.41M | Buy |
12,144
+6,411
| +112% | +$3.38M | 2.1% | 10 |
|
|
2024
Q2 | $2.87M | Buy |
5,733
+2,342
| +69% | +$1.17M | 1.05% | 25 |
|
|
2024
Q1 | $1.63M | Buy |
3,391
+1,618
| +91% | +$778K | 0.65% | 41 |
|
|
2023
Q4 | $774K | Buy |
1,773
+548
| +45% | +$239K | 0.34% | 59 |
|
|
2023
Q3 | $481K | Buy |
1,225
+705
| +136% | +$277K | 0.24% | 79 |
|
|
2023
Q2 | $212K | Buy |
+520
| New | +$212K | 0.09% | 136 |
|
|
2021
Q4 | – | Sell |
-1,027
| Closed | -$405K | – | 152 |
|
|
2021
Q3 | $405K | Buy |
+1,027
| New | +$405K | 0.21% | 89 |
|
|
2019
Q4 | – | Sell |
-510
| Closed | -$139K | – | 328 |
|
|
2019
Q3 | $139K | Buy |
+510
| New | +$139K | 0.1% | 117 |
|