Welch Group’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 | $5.26M | Buy |
9,258
+1,654
| +22% | +$940K | 0.22% | 58 |
|
|
2025
Q1 | $3.88M | Sell |
7,604
-13
| -0.2% | -$6.64K | 0.17% | 60 |
|
|
2024
Q4 | $4.12M | Sell |
7,617
-770
| -9% | -$417K | 0.19% | 62 |
|
|
2024
Q3 | $4.43M | Sell |
8,387
-40
| -0.5% | -$21.1K | 0.19% | 59 |
|
|
2024
Q2 | $4.21M | Buy |
8,427
+66
| +0.8% | +$33K | 0.2% | 58 |
|
|
2024
Q1 | $4.02M | Sell |
8,361
-11,940
| -59% | -$5.74M | 0.2% | 59 |
|
|
2023
Q4 | $8.87M | Buy |
20,301
+10
| +0% | +$4.37K | 0.48% | 37 |
|
|
2023
Q3 | $7.97M | Sell |
20,291
-112
| -0.5% | -$44K | 0.47% | 35 |
|
|
2023
Q2 | $8.31M | Buy |
20,403
+765
| +4% | +$312K | 0.48% | 35 |
|
|
2023
Q1 | $7.39M | Sell |
19,638
-1,493
| -7% | -$561K | 0.43% | 36 |
|
|
2022
Q4 | $7.42M | Sell |
21,131
-3,083
| -13% | -$1.08M | 0.42% | 35 |
|
|
2022
Q3 | $7.95M | Buy |
24,214
+393
| +2% | +$129K | 0.52% | 33 |
|
|
2022
Q2 | $8.26M | Buy |
23,821
+305
| +1% | +$106K | 0.5% | 33 |
|
|
2022
Q1 | $9.76M | Sell |
23,516
-5,369
| -19% | -$2.23M | 0.56% | 33 |
|
|
2021
Q4 | $12.6M | Buy |
28,885
+4,744
| +20% | +$2.07M | 0.74% | 34 |
|
|
2021
Q3 | $9.52M | Hold |
24,141
| – | – | 0.64% | 33 |
|
|
2021
Q2 | $9.5M | Hold |
24,141
| – | – | 0.65% | 33 |
|
|
2021
Q1 | $8.8M | Buy |
24,141
+1,044
| +5% | +$380K | 0.63% | 33 |
|
|
2020
Q4 | $7.94M | Hold |
23,097
| – | – | 0.64% | 33 |
|
|
2020
Q3 | $7.11M | Hold |
23,097
| – | – | 0.62% | 33 |
|
|
2020
Q2 | $6.55M | Buy |
23,097
+21,411
| +1,270% | +$6.07M | 0.61% | 32 |
|
|
2020
Q1 | $399K | Buy |
+1,686
| New | +$399K | 0.04% | 88 |
|