Beacon Financial Planning’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 | $632K | Hold |
1,112
| – | – | 0.35% | 36 |
|
|
2025
Q1 | $571K | Buy |
1,112
+2
| +0.2% | +$1.03K | 0.33% | 37 |
|
|
2024
Q4 | $598K | Sell |
1,110
-58
| -5% | -$31.2K | 0.35% | 33 |
|
|
2024
Q3 | $616K | Buy |
1,168
+41
| +4% | +$21.6K | 0.38% | 26 |
|
|
2024
Q2 | $564K | Sell |
1,127
-148
| -12% | -$74K | 0.38% | 24 |
|
|
2024
Q1 | $613K | Sell |
1,275
-136
| -10% | -$65.4K | 0.43% | 24 |
|
|
2023
Q4 | $616K | Sell |
1,411
-41
| -3% | -$17.9K | 0.48% | 17 |
|
|
2023
Q3 | $570K | Buy |
1,452
+6
| +0.4% | +$2.36K | 0.49% | 17 |
|
|
2023
Q2 | $589K | Hold |
1,446
| – | – | 0.5% | 16 |
|
|
2023
Q1 | $544K | Buy |
1,446
+6
| +0.4% | +$2.26K | 0.51% | 14 |
|
|
2022
Q4 | $506K | Buy |
+1,440
| New | +$506K | 0.52% | 15 |
|