Baron 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 | $1.14M | Buy |
2,010
+4
| +0.2% | +$2.27K | 0.4% | 29 |
|
|
2025
Q1 | $1.03M | Buy |
2,006
+5
| +0.2% | +$2.57K | 0.45% | 25 |
|
|
2024
Q4 | $1.08M | Buy |
2,001
+53
| +3% | +$28.6K | 0.51% | 23 |
|
|
2024
Q3 | $1.03M | Buy |
1,948
+7
| +0.4% | +$3.69K | 0.49% | 24 |
|
|
2024
Q2 | $971K | Sell |
1,941
-777
| -29% | -$389K | 0.5% | 23 |
|
|
2024
Q1 | $1.31M | Sell |
2,718
-218
| -7% | -$105K | 0.69% | 17 |
|
|
2023
Q4 | $1.28M | Sell |
2,936
-24
| -0.8% | -$10.5K | 0.7% | 17 |
|
|
2023
Q3 | $1.16M | Buy |
2,960
+1,774
| +150% | +$697K | 0.74% | 18 |
|
|
2023
Q2 | $483K | Sell |
1,186
-60
| -5% | -$24.4K | 0.31% | 52 |
|
|
2023
Q1 | $468K | Sell |
1,246
-1,994
| -62% | -$750K | 0.33% | 50 |
|
|
2022
Q4 | $1.14M | Buy |
+3,240
| New | +$1.14M | 0.87% | 17 |
|