Abundance Wealth Counselors’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 | $690K | Sell |
1,430
-74
| -5% | -$35.7K | 0.13% | 112 |
|
|
2025
Q1 | $726K | Buy |
1,504
+74
| +5% | +$35.7K | 0.15% | 102 |
|
|
2024
Q4 | $770K | Hold |
1,430
| – | – | 0.17% | 97 |
|
|
2024
Q3 | $755K | Buy |
+1,430
| New | +$755K | 0.16% | 100 |
|
|
2024
Q2 | – | Sell |
-1,430
| Closed | -$687K | – | 146 |
|
|
2024
Q1 | $687K | Hold |
1,430
| – | – | 0.16% | 91 |
|
|
2023
Q4 | $625K | Hold |
1,430
| – | – | 0.16% | 95 |
|
|
2023
Q3 | $562K | Buy |
+1,430
| New | +$562K | 0.16% | 90 |
|
|
2023
Q2 | – | Sell |
-1,505
| Closed | -$566K | – | 142 |
|
|
2023
Q1 | $566K | Hold |
1,505
| – | – | 0.14% | 95 |
|
|
2022
Q4 | $529K | Sell |
1,505
-5
| -0.3% | -$1.76K | 0.14% | 92 |
|
|
2022
Q3 | $496K | Hold |
1,510
| – | – | 0.14% | 89 |
|
|
2022
Q2 | $524K | Hold |
1,510
| – | – | 0.14% | 89 |
|
|
2022
Q1 | $627K | Buy |
+1,510
| New | +$627K | 0.17% | 81 |
|