AMJ Financial 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 | $943K | Sell |
1,660
-570
| -26% | -$324K | 0.23% | 53 |
|
|
2025
Q1 | $1.15M | Buy |
+2,230
| New | +$1.15M | 0.34% | 44 |
|
|
2023
Q3 | – | Sell |
-565
| Closed | -$230K | – | 74 |
|
|
2023
Q2 | $230K | Buy |
+565
| New | +$230K | 0.1% | 66 |
|
|
2021
Q3 | – | Sell |
-572
| Closed | -$225K | – | 105 |
|
|
2021
Q2 | $225K | Buy |
+572
| New | +$225K | 0.1% | 88 |
|