Welch Capital Partners’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 | $202M | Sell |
356,169
-7,649
| -2% | -$4.34M | 45.04% | 1 |
|
|
2025
Q1 | $187M | Hold |
363,818
| – | – | 44.5% | 1 |
|
|
2024
Q4 | $196M | Sell |
363,818
-365
| -0.1% | -$197K | 42.33% | 1 |
|
|
2024
Q3 | $192M | Sell |
364,183
-417
| -0.1% | -$220K | 42.95% | 1 |
|
|
2024
Q2 | $182M | Hold |
364,600
| – | – | 43.17% | 1 |
|
|
2024
Q1 | $175M | Sell |
364,600
-66
| -0% | -$31.7K | 43.6% | 1 |
|
|
2023
Q4 | $159M | Sell |
364,666
-25
| -0% | -$10.9K | 42.39% | 1 |
|
|
2023
Q3 | $143M | Buy |
364,691
+544
| +0.1% | +$214K | 41.14% | 1 |
|
|
2023
Q2 | $148M | Sell |
364,147
-636
| -0.2% | -$259K | 41.43% | 1 |
|
|
2023
Q1 | $137M | Buy |
364,783
+6,647
| +2% | +$2.5M | 41.12% | 1 |
|
|
2022
Q4 | $126M | Sell |
358,136
-3,991
| -1% | -$1.4M | 40.15% | 1 |
|
|
2022
Q3 | $119M | Buy |
362,127
+22,558
| +7% | +$7.41M | 38.96% | 1 |
|
|
2022
Q2 | $118M | Sell |
339,569
-26,285
| -7% | -$9.12M | 36.23% | 1 |
|
|
2022
Q1 | $152M | Sell |
365,854
-9,388
| -3% | -$3.9M | 36.7% | 1 |
|
|
2021
Q4 | $164M | Sell |
375,242
-8,951
| -2% | -$3.91M | 36.05% | 1 |
|
|
2021
Q3 | $152M | Sell |
384,193
-596
| -0.2% | -$235K | 36.72% | 1 |
|
|
2021
Q2 | $151M | Sell |
384,789
-789
| -0.2% | -$310K | 35.64% | 1 |
|
|
2021
Q1 | $140M | Sell |
385,578
-6,195
| -2% | -$2.26M | 36.71% | 1 |
|
|
2020
Q4 | $135M | Sell |
391,773
-2,034
| -0.5% | -$699K | 37.39% | 1 |
|
|
2020
Q3 | $121M | Buy |
393,807
+10,774
| +3% | +$3.31M | 37.17% | 1 |
|
|
2020
Q2 | $109M | Buy |
383,033
+15,733
| +4% | +$4.46M | 35.69% | 1 |
|
|
2020
Q1 | $87M | Buy |
367,300
+305,533
| +495% | +$72.4M | 34.74% | 1 |
|
|
2019
Q4 | $18.3M | Sell |
61,767
-625
| -1% | -$185K | 5.4% | 3 |
|
|
2019
Q3 | $17M | Sell |
62,392
-159
| -0.3% | -$43.3K | 5.66% | 3 |
|
|
2019
Q2 | $16.8M | Hold |
62,551
| – | – | 5.72% | 3 |
|
|
2019
Q1 | $16.2M | Buy |
62,551
+49,646
| +385% | +$12.9M | 5.52% | 2 |
|
|
2018
Q4 | $2.97M | Sell |
12,905
-373,107
| -97% | -$85.8M | 1.14% | 18 |
|
|
2018
Q3 | $103M | Buy |
386,012
+46,336
| +14% | +$12.4M | 33.76% | 1 |
|
|
2018
Q2 | $84.8M | Buy |
339,676
+17,479
| +5% | +$4.36M | 29.1% | 1 |
|
|
2018
Q1 | $78M | Buy |
322,197
+167,639
| +108% | +$40.6M | 26.8% | 1 |
|
|
2017
Q4 | $37.9M | Buy |
154,558
+98,005
| +173% | +$24M | 13.5% | 1 |
|
|
2017
Q3 | $13.1M | Buy |
+56,553
| New | +$13.1M | 4.4% | 4 |
|