Able 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 | $857K | Sell |
1,508
-147
| -9% | -$83.5K | 0.43% | 48 |
|
|
2025
Q1 | $850K | Sell |
1,655
-118
| -7% | -$60.6K | 0.5% | 48 |
|
|
2024
Q4 | $955K | Sell |
1,773
-220
| -11% | -$119K | 0.63% | 41 |
|
|
2024
Q3 | $1.05M | Buy |
1,993
+51
| +3% | +$26.9K | 0.8% | 28 |
|
|
2024
Q2 | $972K | Sell |
1,942
-74
| -4% | -$37K | 0.8% | 32 |
|
|
2024
Q1 | $969K | Buy |
2,016
+120
| +6% | +$57.7K | 0.85% | 27 |
|
|
2023
Q4 | $828K | Buy |
+1,896
| New | +$828K | 0.75% | 27 |
|