YHB Investment Advisors’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 | $9.16M | Buy |
16,128
+148
| +0.9% | +$84.1K | 0.71% | 37 |
|
|
2025
Q1 | $8.21M | Buy |
15,980
+4,000
| +33% | +$2.06M | 0.69% | 38 |
|
|
2024
Q4 | $6.46M | Sell |
11,980
-3,403
| -22% | -$1.83M | 0.53% | 48 |
|
|
2024
Q3 | $8.12M | Buy |
15,383
+20
| +0.1% | +$10.6K | 0.67% | 39 |
|
|
2024
Q2 | $7.68M | Buy |
15,363
+143
| +0.9% | +$71.5K | 0.66% | 38 |
|
|
2024
Q1 | $7.32M | Buy |
15,220
+1,097
| +8% | +$527K | 0.65% | 41 |
|
|
2023
Q4 | $6.17M | Sell |
14,123
-83
| -0.6% | -$36.3K | 0.6% | 43 |
|
|
2023
Q3 | $5.58M | Buy |
14,206
+479
| +3% | +$188K | 0.52% | 56 |
|
|
2023
Q2 | $5.59M | Sell |
13,727
-1
| -0% | -$407 | 0.52% | 52 |
|
|
2023
Q1 | $5.16M | Buy |
13,728
+107
| +0.8% | +$40.2K | 0.52% | 56 |
|
|
2022
Q4 | $4.79M | Buy |
13,621
+114
| +0.8% | +$40.1K | 0.51% | 55 |
|
|
2022
Q3 | $4.43M | Buy |
13,507
+875
| +7% | +$287K | 0.49% | 56 |
|
|
2022
Q2 | $4.38M | Buy |
12,632
+92
| +0.7% | +$31.9K | 0.46% | 63 |
|
|
2022
Q1 | $5.21M | Buy |
12,540
+1,787
| +17% | +$742K | 0.46% | 62 |
|
|
2021
Q4 | $4.69M | Buy |
10,753
+440
| +4% | +$192K | 0.37% | 71 |
|
|
2021
Q3 | $4.07M | Buy |
10,313
+46
| +0.4% | +$18.1K | 0.35% | 77 |
|
|
2021
Q2 | $4.04M | Buy |
10,267
+119
| +1% | +$46.8K | 0.34% | 79 |
|
|
2021
Q1 | $3.89M | Buy |
10,148
+45
| +0.4% | +$17.3K | 0.34% | 79 |
|
|
2020
Q4 | $3.47M | Buy |
10,103
+215
| +2% | +$73.9K | 0.33% | 78 |
|
|
2020
Q3 | $3.04M | Buy |
+9,888
| New | +$3.04M | 0.33% | 76 |
|
|
2014
Q1 | – | Sell |
-1,720
| Closed | -$291K | – | 154 |
|
|
2013
Q4 | $291K | Buy |
+1,720
| New | +$291K | 0.08% | 133 |
|