Alliance Wealth Management Group’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 | $426K | Hold |
750
| – | – | 0.11% | 65 |
|
|
2025
Q1 | $385K | Buy |
750
+3
| +0.4% | +$1.54K | 0.1% | 65 |
|
|
2024
Q4 | $403K | Buy |
747
+5
| +0.7% | +$2.7K | 0.11% | 64 |
|
|
2024
Q3 | $391K | Buy |
742
+3
| +0.4% | +$1.58K | 0.1% | 63 |
|
|
2024
Q2 | $370K | Hold |
739
| – | – | 0.11% | 63 |
|
|
2024
Q1 | $355K | Buy |
739
+109
| +17% | +$52.4K | 0.1% | 63 |
|
|
2023
Q4 | $275K | Buy |
+630
| New | +$275K | 0.09% | 66 |
|
|
2023
Q2 | $256K | Buy |
628
+35
| +6% | +$14.3K | 0.08% | 69 |
|
|
2023
Q1 | $223K | Buy |
593
+2
| +0.3% | +$753 | 0.08% | 70 |
|
|
2022
Q4 | $208K | Buy |
+591
| New | +$208K | 0.08% | 68 |
|