White Lighthouse Investment Management’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 | $9.72M | Buy |
17,115
+400
| +2% | +$227K | 1.58% | 15 |
|
|
2025
Q1 | $8.59M | Buy |
16,715
+211
| +1% | +$108K | 1.53% | 14 |
|
|
2024
Q4 | $8.89M | Sell |
16,504
-221
| -1% | -$119K | 1.56% | 15 |
|
|
2024
Q3 | $8.83M | Buy |
16,725
+1,045
| +7% | +$551K | 1.58% | 16 |
|
|
2024
Q2 | $7.84M | Sell |
15,680
-252
| -2% | -$126K | 1.51% | 16 |
|
|
2024
Q1 | $7.66M | Buy |
15,932
+944
| +6% | +$454K | 1.56% | 16 |
|
|
2023
Q4 | $6.55M | Buy |
14,988
+1,944
| +15% | +$849K | 1.43% | 18 |
|
|
2023
Q3 | $5.12M | Buy |
13,044
+1,022
| +9% | +$401K | 1.24% | 21 |
|
|
2023
Q2 | $4.9M | Buy |
12,022
+361
| +3% | +$147K | 1.17% | 22 |
|
|
2023
Q1 | $4.39M | Buy |
11,661
+672
| +6% | +$253K | 1.1% | 22 |
|
|
2022
Q4 | $3.86M | Sell |
10,989
-247
| -2% | -$86.8K | 1.05% | 22 |
|
|
2022
Q3 | $3.69M | Buy |
11,236
+1,356
| +14% | +$445K | 1.07% | 21 |
|
|
2022
Q2 | $3.43M | Buy |
9,880
+488
| +5% | +$169K | 0.98% | 23 |
|
|
2022
Q1 | $3.9M | Buy |
9,392
+542
| +6% | +$225K | 0.99% | 23 |
|
|
2021
Q4 | $3.86M | Buy |
8,850
+625
| +8% | +$273K | 0.96% | 25 |
|
|
2021
Q3 | $3.24M | Buy |
8,225
+391
| +5% | +$154K | 0.87% | 29 |
|
|
2021
Q2 | $3.08M | Buy |
7,834
+459
| +6% | +$181K | 0.84% | 29 |
|
|
2021
Q1 | $2.69M | Sell |
7,375
-2,140
| -22% | -$780K | 0.82% | 30 |
|
|
2020
Q4 | $3.27M | Sell |
9,515
-793
| -8% | -$273K | 1.04% | 24 |
|
|
2020
Q3 | $3.17M | Sell |
10,308
-1,056
| -9% | -$325K | 1.1% | 24 |
|
|
2020
Q2 | $3.22M | Sell |
11,364
-1,443
| -11% | -$409K | 1.18% | 23 |
|
|
2020
Q1 | $3.03M | Buy |
12,807
+1,122
| +10% | +$266K | 1.27% | 23 |
|
|
2019
Q4 | $3.46M | Buy |
11,685
+1,327
| +13% | +$392K | 1.27% | 20 |
|
|
2019
Q3 | $2.82M | Buy |
10,358
+703
| +7% | +$192K | 1.14% | 23 |
|
|
2019
Q2 | $2.6M | Buy |
9,655
+966
| +11% | +$260K | 1.08% | 25 |
|
|
2019
Q1 | $2.26M | Buy |
8,689
+2,578
| +42% | +$669K | 1.04% | 26 |
|
|
2018
Q4 | $1.4M | Buy |
6,111
+1,940
| +47% | +$446K | 0.77% | 35 |
|
|
2018
Q3 | $1.11M | Buy |
4,171
+970
| +30% | +$259K | 0.57% | 41 |
|
|
2018
Q2 | $799K | Buy |
3,201
+632
| +25% | +$158K | 0.44% | 54 |
|
|
2018
Q1 | $622K | Buy |
2,569
+176
| +7% | +$42.6K | 0.36% | 65 |
|
|
2017
Q4 | $587K | Buy |
+2,393
| New | +$587K | 0.34% | 66 |
|