49 Wealth 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 | $1.1M | Buy |
1,941
+72
| +4% | +$40.9K | 0.12% | 53 |
|
|
2025
Q1 | $961K | Sell |
1,869
-334
| -15% | -$172K | 0.12% | 61 |
|
|
2024
Q4 | $1.19M | Buy |
2,203
+927
| +73% | +$499K | 0.17% | 46 |
|
|
2024
Q3 | $673K | Buy |
1,276
+4
| +0.3% | +$2.11K | 0.11% | 70 |
|
|
2024
Q2 | $637K | Buy |
1,272
+522
| +70% | +$262K | 0.13% | 71 |
|
|
2024
Q1 | $360K | Buy |
+750
| New | +$360K | 0.08% | 81 |
|