Welch & Forbes’s Vanguard S&P 500 ETF VOO Stock Holding History

Welch & Forbes’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	$1.78M	Sell	3,139 -2,631	-46%	-$1.49M	0.02%	186
2025 Q1	$2.97M	Sell	5,770 -1,513	-21%	-$778K	0.04%	156
2024 Q4	$3.92M	Buy	7,283 +4,423	+155%	+$2.38M	0.05%	142
2024 Q3	$1.51M	Hold	2,860	–	–	0.02%	203
2024 Q2	$1.46M	Sell	2,860 -1,550	-35%	-$791K	0.02%	201
2024 Q1	$2.12M	Sell	4,410 -388	-8%	-$187K	0.03%	190
2023 Q4	$2.1M	Buy	4,798 +1,185	+33%	+$518K	0.03%	185
2023 Q3	$1.42M	Buy	3,613 +3	+0.1%	+$1.18K	0.02%	198
2023 Q2	$1.47M	Buy	3,610 +40	+1%	+$16.3K	0.02%	198
2023 Q1	$1.34M	Hold	3,570	–	–	0.02%	196
2022 Q4	$1.25M	Sell	3,570 -66	-2%	-$23.2K	0.02%	203
2022 Q3	$1.19M	Sell	3,636 -78	-2%	-$25.6K	0.02%	199
2022 Q2	$1.29M	Buy	3,714 +85	+2%	+$29.5K	0.02%	203
2022 Q1	$1.51M	Hold	3,629	–	–	0.02%	198
2021 Q4	$1.59M	Hold	3,629	–	–	0.02%	198
2021 Q3	$1.43M	Hold	3,629	–	–	0.02%	202
2021 Q2	$1.43M	Hold	3,629	–	–	0.02%	200
2021 Q1	$1.32M	Hold	3,629	–	–	0.02%	199
2020 Q4	$1.25M	Hold	3,629	–	–	0.02%	197
2020 Q3	$1.12M	Hold	3,629	–	–	0.02%	190
2020 Q2	$1.03M	Hold	3,629	–	–	0.02%	188
2020 Q1	$859K	Hold	3,629	–	–	0.02%	193
2019 Q4	$1.07M	Buy	3,629 +79	+2%	+$23.4K	0.02%	201
2019 Q3	$968K	Sell	3,550 -1,150	-24%	-$314K	0.02%	207
2019 Q2	$1.27M	Sell	4,700 -3,500	-43%	-$942K	0.03%	192
2019 Q1	$2.13M	Hold	8,200	–	–	0.05%	166
2018 Q4	$1.88M	Hold	8,200	–	–	0.05%	165
2018 Q3	$2.19M	Hold	8,200	–	–	0.05%	169
2018 Q2	$2.05M	Hold	8,200	–	–	0.05%	169
2018 Q1	$1.99M	Hold	8,200	–	–	0.05%	177
2017 Q4	$2.01M	Hold	8,200	–	–	0.05%	164
2017 Q3	$1.89M	Hold	8,200	–	–	0.05%	171
2017 Q2	$1.82M	Hold	8,200	–	–	0.05%	169
2017 Q1	$1.77M	Buy	8,200 +6,800	+486%	+$1.47M	0.05%	172
2016 Q4	$287K	Sell	1,400 -100	-7%	-$20.5K	0.01%	294
2016 Q3	$298K	Hold	1,500	–	–	0.01%	252
2016 Q2	$288K	Sell	1,500 -200	-12%	-$38.4K	0.01%	282
2016 Q1	$320K	Buy	+1,700	New	+$320K	0.01%	276