Zacks 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 | $4.13M | Sell |
7,270
-620
| -8% | -$352K | 0.04% | 236 |
|
|
2025
Q1 | $4.05M | Buy |
7,890
+1,324
| +20% | +$680K | 0.04% | 237 |
|
|
2024
Q4 | $3.54M | Buy |
6,566
+443
| +7% | +$239K | 0.03% | 266 |
|
|
2024
Q3 | $3.23M | Buy |
6,123
+872
| +17% | +$460K | 0.03% | 272 |
|
|
2024
Q2 | $2.63M | Buy |
5,251
+112
| +2% | +$56K | 0.03% | 254 |
|
|
2024
Q1 | $2.47M | Sell |
5,139
-1,712
| -25% | -$823K | 0.03% | 286 |
|
|
2023
Q4 | $2.99M | Buy |
6,851
+1,040
| +18% | +$454K | 0.04% | 244 |
|
|
2023
Q3 | $2.28M | Sell |
5,811
-199
| -3% | -$78.1K | 0.03% | 258 |
|
|
2023
Q2 | $2.45M | Sell |
6,010
-57
| -0.9% | -$23.2K | 0.03% | 267 |
|
|
2023
Q1 | $2.28M | Sell |
6,067
-547
| -8% | -$206K | 0.03% | 269 |
|
|
2022
Q4 | $2.32M | Buy |
6,614
+489
| +8% | +$172K | 0.03% | 264 |
|
|
2022
Q3 | $2.01M | Buy |
6,125
+4,154
| +211% | +$1.36M | 0.03% | 265 |
|
|
2022
Q2 | $684K | Sell |
1,971
-1,994
| -50% | -$692K | 0.01% | 387 |
|
|
2022
Q1 | $1.65M | Sell |
3,965
-873
| -18% | -$362K | 0.02% | 308 |
|
|
2021
Q4 | $2.11M | Buy |
4,838
+779
| +19% | +$340K | 0.03% | 288 |
|
|
2021
Q3 | $1.6M | Sell |
4,059
-902
| -18% | -$356K | 0.03% | 318 |
|
|
2021
Q2 | $1.95M | Buy |
4,961
+1,299
| +35% | +$511K | 0.03% | 297 |
|
|
2021
Q1 | $1.33M | Buy |
3,662
+2,538
| +226% | +$925K | 0.02% | 329 |
|
|
2020
Q4 | $386K | Buy |
+1,124
| New | +$386K | 0.01% | 444 |
|
|
2020
Q3 | – | Sell |
-773
| Closed | -$219K | – | 566 |
|
|
2020
Q2 | $219K | Buy |
+773
| New | +$219K | ﹤0.01% | 471 |
|
|
2018
Q3 | – | Sell |
-6,163
| Closed | -$1.54M | – | 613 |
|
|
2018
Q2 | $1.54M | Buy |
6,163
+1,085
| +21% | +$271K | 0.03% | 339 |
|
|
2018
Q1 | $1.23M | Buy |
5,078
+3,971
| +359% | +$961K | 0.03% | 370 |
|
|
2017
Q4 | $272K | Sell |
1,107
-7
| -0.6% | -$1.72K | 0.01% | 495 |
|
|
2017
Q3 | $257K | Buy |
+1,114
| New | +$257K | 0.01% | 486 |
|
|
2016
Q3 | – | Sell |
-1,057
| Closed | -$203K | – | 726 |
|
|
2016
Q2 | $203K | Buy |
+1,057
| New | +$203K | 0.01% | 572 |
|