Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.56M | Sell |
4,859
-150
| -3% | -$79.2K | 1.38% | 16 |
|
|
2024
Q2 | $2.51M | Buy |
5,009
+67
| +1% | +$33.5K | 1.43% | 17 |
|
|
2024
Q1 | $2.38M | Buy |
4,942
+724
| +17% | +$348K | 1.43% | 17 |
|
|
2023
Q4 | $1.84M | Buy |
4,218
+77
| +2% | +$33.6K | 1.25% | 19 |
|
|
2023
Q3 | $1.63M | Buy |
4,141
+3,107
| +300% | +$1.22M | 1.24% | 20 |
|
|
2023
Q2 | $421K | Sell |
1,034
-8
| -0.8% | -$3.26K | 0.32% | 58 |
|
|
2023
Q1 | $392K | Hold |
1,042
| – | – | 0.32% | 61 |
|
|
2022
Q4 | $366K | Sell |
1,042
-10
| -1% | -$3.51K | 0.32% | 54 |
|
|
2022
Q3 | $345K | Buy |
1,052
+171
| +19% | +$56.1K | 0.33% | 55 |
|
|
2022
Q2 | $306K | Sell |
881
-40
| -4% | -$13.9K | 0.28% | 64 |
|
|
2022
Q1 | $382K | Buy |
921
+486
| +112% | +$202K | 0.3% | 55 |
|
|
2021
Q4 | $190K | Buy |
+435
| New | +$190K | 0.15% | 89 |
|