1776 Wealth’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 | $3.96M | Buy |
6,975
+387
| +6% | +$220K | 1.63% | 12 |
|
|
2025
Q1 | $3.39M | Buy |
6,588
+200
| +3% | +$103K | 1.56% | 13 |
|
|
2024
Q4 | $3.44M | Buy |
6,388
+218
| +4% | +$117K | 1.58% | 13 |
|
|
2024
Q3 | $3.26M | Hold |
6,170
| – | – | 1.46% | 14 |
|
|
2024
Q2 | $3.09M | Sell |
6,170
-5
| -0.1% | -$2.5K | 1.39% | 13 |
|
|
2024
Q1 | $2.97M | Hold |
6,175
| – | – | 1.4% | 16 |
|
|
2023
Q4 | $2.7M | Hold |
6,175
| – | – | 1.34% | 15 |
|
|
2023
Q3 | $2.42M | Hold |
6,175
| – | – | 1.28% | 20 |
|
|
2023
Q2 | $2.51M | Sell |
6,175
-37
| -0.6% | -$15.1K | 1.32% | 14 |
|
|
2023
Q1 | $2.34M | Buy |
6,212
+5,088
| +453% | +$1.91M | 1.4% | 15 |
|
|
2022
Q4 | $395K | Buy |
1,124
+336
| +43% | +$118K | 0.28% | 71 |
|
|
2022
Q3 | $259K | Buy |
788
+125
| +19% | +$41.1K | 0.2% | 92 |
|
|
2022
Q2 | $230K | Buy |
+663
| New | +$230K | 0.16% | 106 |
|