XF
XML Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
6,439
+468
| +8% | +$266K | 0.32% | 80 |
|
|
2025
Q1 | $3.07M | Buy |
5,971
+153
| +3% | +$78.6K | 0.29% | 84 |
|
|
2024
Q4 | $3.13M | Buy |
5,818
+2,712
| +87% | +$1.46M | 0.29% | 87 |
|
|
2024
Q3 | $1.64M | Buy |
3,106
+1,356
| +77% | +$716K | 0.15% | 133 |
|
|
2024
Q2 | $875K | Buy |
1,750
+106
| +6% | +$53K | 0.09% | 176 |
|
|
2024
Q1 | $790K | Buy |
1,644
+257
| +19% | +$124K | 0.08% | 185 |
|
|
2023
Q4 | $606K | Buy |
1,387
+71
| +5% | +$31K | 0.06% | 197 |
|
|
2023
Q3 | $517K | Buy |
1,316
+70
| +6% | +$27.5K | 0.06% | 203 |
|
|
2023
Q2 | $508K | Buy |
1,246
+95
| +8% | +$38.7K | 0.06% | 215 |
|
|
2023
Q1 | $433K | Buy |
1,151
+57
| +5% | +$21.4K | 0.05% | 222 |
|
|
2022
Q4 | $384K | Sell |
1,094
-284
| -21% | -$99.8K | 0.05% | 231 |
|
|
2022
Q3 | $453K | Buy |
+1,378
| New | +$453K | 0.06% | 202 |
|
|
2022
Q2 | – | Sell |
-986
| Closed | -$409K | – | 335 |
|
|
2022
Q1 | $409K | Sell |
986
-91
| -8% | -$37.7K | 0.05% | 233 |
|
|
2021
Q4 | $470K | Buy |
1,077
+120
| +13% | +$52.4K | 0.06% | 209 |
|
|
2021
Q3 | $377K | Buy |
+957
| New | +$377K | 0.05% | 229 |
|