Windsor Capital 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 | $269K | Hold |
474
| – | – | 0.08% | 103 |
|
|
2025
Q1 | $244K | Sell |
474
-18
| -4% | -$9.25K | 0.07% | 106 |
|
|
2024
Q4 | $265K | Buy |
492
+40
| +9% | +$21.6K | 0.08% | 103 |
|
|
2024
Q3 | $239K | Hold |
452
| – | – | 0.07% | 110 |
|
|
2024
Q2 | $226K | Hold |
452
| – | – | 0.07% | 108 |
|
|
2024
Q1 | $217K | Buy |
+452
| New | +$217K | 0.07% | 106 |
|
|
2014
Q1 | – | Sell |
-48
| Closed | -$8K | – | 298 |
|
|
2013
Q4 | $8K | Buy |
+48
| New | +$8K | ﹤0.01% | 351 |
|