Wimmer Associates 1’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 | $1.29M | Buy |
2,263
+91
| +4% | +$51.7K | 0.66% | 39 |
|
|
2025
Q1 | $1.17M | Sell |
2,172
-426
| -16% | -$230K | 0.62% | 40 |
|
|
2024
Q4 | $1.4M | Buy |
2,598
+615
| +31% | +$331K | 0.69% | 37 |
|
|
2024
Q3 | $1.05M | Sell |
1,983
-75
| -4% | -$39.6K | 0.51% | 46 |
|
|
2024
Q2 | $1.03M | Buy |
2,058
+150
| +8% | +$75K | 0.53% | 47 |
|
|
2024
Q1 | $917K | Buy |
1,908
+2
| +0.1% | +$961 | 0.48% | 52 |
|
|
2023
Q4 | $833K | Sell |
1,906
-25
| -1% | -$10.9K | 0.47% | 50 |
|
|
2023
Q3 | $758K | Sell |
1,931
-145
| -7% | -$56.9K | 0.47% | 51 |
|
|
2023
Q2 | $846K | Hold |
2,076
| – | – | 0.51% | 51 |
|
|
2023
Q1 | $788K | Hold |
2,076
| – | – | 0.5% | 51 |
|
|
2022
Q4 | $729K | Sell |
2,076
-134
| -6% | -$47.1K | 0.48% | 56 |
|
|
2022
Q3 | $784K | Sell |
2,210
-345
| -14% | -$122K | 0.52% | 52 |
|
|
2022
Q2 | $886K | Sell |
2,555
-730
| -22% | -$253K | 0.58% | 46 |
|
|
2022
Q1 | $1.36M | Sell |
3,285
-5
| -0.2% | -$2.08K | 0.76% | 41 |
|
|
2021
Q4 | $1.44M | Buy |
3,290
+143
| +5% | +$62.4K | 0.77% | 39 |
|
|
2021
Q3 | $1.24M | Sell |
3,147
-105
| -3% | -$41.4K | 0.74% | 42 |
|
|
2021
Q2 | $1.28M | Hold |
3,252
| – | – | 0.75% | 41 |
|
|
2021
Q1 | $1.19M | Hold |
3,252
| – | – | 0.64% | 45 |
|
|
2020
Q4 | $1.12M | Hold |
3,252
| – | – | 0.67% | 42 |
|
|
2020
Q3 | $1M | Sell |
3,252
-95
| -3% | -$29.2K | 0.67% | 44 |
|
|
2020
Q2 | $1.03M | Sell |
3,347
-166
| -5% | -$51.2K | 0.8% | 36 |
|
|
2020
Q1 | $832K | Sell |
3,513
-426
| -11% | -$101K | 0.77% | 39 |
|
|
2019
Q4 | $1.17M | Sell |
3,939
-355
| -8% | -$105K | 0.93% | 36 |
|
|
2019
Q3 | $1.17M | Buy |
4,294
+90
| +2% | +$24.5K | 1.02% | 36 |
|
|
2019
Q2 | $1.13M | Buy |
4,204
+30
| +0.7% | +$8.08K | 0.99% | 36 |
|
|
2019
Q1 | $1.08M | Sell |
4,174
-302
| -7% | -$78.4K | 0.96% | 37 |
|
|
2018
Q4 | $1.03M | Hold |
4,476
| – | – | 1.02% | 38 |
|
|
2018
Q3 | $1.2M | Sell |
4,476
-45
| -1% | -$12K | 0.99% | 38 |
|
|
2018
Q2 | $1.13M | Hold |
4,521
| – | – | 1.01% | 39 |
|
|
2018
Q1 | $1.09M | Hold |
4,521
| – | – | 0.96% | 38 |
|
|
2017
Q4 | $1.11M | Buy |
4,521
+230
| +5% | +$56.4K | 1% | 39 |
|
|
2017
Q3 | $990K | Sell |
4,291
-440
| -9% | -$102K | 0.91% | 44 |
|
|
2017
Q2 | $1.05M | Buy |
4,731
+15
| +0.3% | +$3.33K | 0.97% | 42 |
|
|
2017
Q1 | $1.02M | Sell |
4,716
-599
| -11% | -$130K | 0.95% | 41 |
|
|
2016
Q4 | $1.09M | Buy |
5,315
+725
| +16% | +$149K | 1.01% | 39 |
|
|
2016
Q3 | $912K | Sell |
4,590
-815
| -15% | -$162K | 0.82% | 44 |
|
|
2016
Q2 | $1.04M | Buy |
5,405
+800
| +17% | +$154K | 0.93% | 39 |
|
|
2016
Q1 | $868K | Buy |
+4,605
| New | +$868K | 0.8% | 48 |
|