Alaethes 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 | $2.18M | Buy |
3,826
+204
| +6% | +$116K | 0.65% | 50 |
|
|
2025
Q1 | $1.86M | Buy |
3,622
+361
| +11% | +$186K | 0.68% | 51 |
|
|
2024
Q4 | $1.76M | Sell |
3,261
-31
| -0.9% | -$16.7K | 0.63% | 54 |
|
|
2024
Q3 | $1.74M | Buy |
3,292
+2,397
| +268% | +$1.27M | 0.64% | 56 |
|
|
2024
Q2 | $449K | Hold |
895
| – | – | 0.19% | 92 |
|
|
2024
Q1 | $430K | Sell |
895
-2,288
| -72% | -$1.1M | 0.19% | 94 |
|
|
2023
Q4 | $1.39M | Buy |
3,183
+891
| +39% | +$389K | 0.66% | 62 |
|
|
2023
Q3 | $900K | Sell |
2,292
-74
| -3% | -$29.1K | 0.49% | 84 |
|
|
2023
Q2 | $964K | Buy |
2,366
+74
| +3% | +$30.1K | 0.53% | 78 |
|
|
2023
Q1 | $862K | Buy |
+2,292
| New | +$862K | 0.51% | 82 |
|