ZF
Zhang 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 | $167M | Buy |
293,637
+4,777
| +2% | +$2.71M | 7.7% | 1 |
|
|
2025
Q1 | $148M | Buy |
288,860
+15,677
| +6% | +$8.06M | 7.85% | 2 |
|
|
2024
Q4 | $147M | Buy |
273,183
+20,484
| +8% | +$11M | 8.43% | 2 |
|
|
2024
Q3 | $133M | Buy |
252,699
+12,435
| +5% | +$6.56M | 8.42% | 2 |
|
|
2024
Q2 | $120M | Buy |
240,264
+13,355
| +6% | +$6.68M | 8.4% | 2 |
|
|
2024
Q1 | $109M | Buy |
226,909
+24,205
| +12% | +$11.6M | 8.08% | 2 |
|
|
2023
Q4 | $88.5M | Buy |
202,704
+21,248
| +12% | +$9.28M | 7.61% | 2 |
|
|
2023
Q3 | $71.4M | Buy |
181,456
+25,166
| +16% | +$9.9M | 7.24% | 2 |
|
|
2023
Q2 | $63.6M | Buy |
156,290
+22,726
| +17% | +$9.25M | 6.53% | 3 |
|
|
2023
Q1 | $50.2M | Buy |
133,564
+31,156
| +30% | +$11.7M | 5.74% | 3 |
|
|
2022
Q4 | $36M | Buy |
102,408
+28,125
| +38% | +$9.88M | 4.59% | 4 |
|
|
2022
Q3 | $24.4M | Buy |
74,283
+17,093
| +30% | +$5.61M | 3.68% | 7 |
|
|
2022
Q2 | $19.8M | Buy |
57,190
+7,858
| +16% | +$2.73M | 3.18% | 8 |
|
|
2022
Q1 | $20.5M | Buy |
49,332
+4,598
| +10% | +$1.91M | 3.46% | 8 |
|
|
2021
Q4 | $19.5M | Buy |
44,734
+4,161
| +10% | +$1.82M | 3.46% | 7 |
|
|
2021
Q3 | $16M | Buy |
40,573
+4,028
| +11% | +$1.59M | 3.7% | 7 |
|
|
2021
Q2 | $14.4M | Buy |
36,545
+1,562
| +4% | +$615K | 3.53% | 7 |
|
|
2021
Q1 | $12.8M | Buy |
34,983
+5,208
| +17% | +$1.91M | 3.44% | 7 |
|
|
2020
Q4 | $10.2M | Buy |
29,775
+666
| +2% | +$229K | 3.16% | 9 |
|
|
2020
Q3 | $9M | Buy |
29,109
+1,488
| +5% | +$460K | 3.24% | 9 |
|
|
2020
Q2 | $7.85M | Sell |
27,621
-561
| -2% | -$159K | 3.03% | 9 |
|
|
2020
Q1 | $6.73M | Buy |
28,182
+8,492
| +43% | +$2.03M | 2.98% | 9 |
|
|
2019
Q4 | $5.82M | Sell |
19,690
-117
| -0.6% | -$34.6K | 2.22% | 10 |
|
|
2019
Q3 | $5.4M | Sell |
19,807
-957
| -5% | -$261K | 2.28% | 10 |
|
|
2019
Q2 | $5.59M | Buy |
20,764
+1,745
| +9% | +$470K | 2.34% | 10 |
|
|
2019
Q1 | $4.94M | Sell |
19,019
-381
| -2% | -$98.9K | 2.13% | 10 |
|
|
2018
Q4 | $4.46M | Buy |
19,400
+429
| +2% | +$98.6K | 2.15% | 10 |
|
|
2018
Q3 | $5.09M | Sell |
18,971
-475
| -2% | -$127K | 2.43% | 10 |
|
|
2018
Q2 | $4.86M | Buy |
19,446
+48
| +0.2% | +$12K | 2.47% | 10 |
|
|
2018
Q1 | $4.59M | Sell |
19,398
-89
| -0.5% | -$21K | 2.4% | 10 |
|
|
2017
Q4 | $4.91M | Sell |
19,487
-1,114
| -5% | -$280K | 2.39% | 9 |
|
|
2017
Q3 | $4.81M | Sell |
20,601
-1,792
| -8% | -$418K | 2.44% | 9 |
|
|
2017
Q2 | $4.98M | Buy |
22,393
+2,906
| +15% | +$647K | 2.65% | 8 |
|
|
2017
Q1 | $4.91M | Sell |
19,487
-3,158
| -14% | -$795K | 2.44% | 9 |
|
|
2016
Q4 | $4.71M | Sell |
22,645
-801
| -3% | -$167K | 2.56% | 8 |
|
|
2016
Q3 | $4.66M | Sell |
23,446
-1,820
| -7% | -$362K | 2.56% | 8 |
|
|
2016
Q2 | $4.86M | Sell |
25,266
-830
| -3% | -$160K | 2.67% | 8 |
|
|
2016
Q1 | $4.92M | Buy |
26,096
+9,829
| +60% | +$1.85M | 2.78% | 8 |
|
|
2015
Q4 | $3.04M | Buy |
16,267
+352
| +2% | +$65.8K | 1.82% | 11 |
|
|
2015
Q3 | $2.8M | Buy |
+15,915
| New | +$2.8M | 1.78% | 12 |
|