Berry Wealth 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 | $457K | Sell |
805
-15
| -2% | -$8.52K | 0.32% | 43 |
|
|
2025
Q1 | $421K | Sell |
820
-6,544
| -89% | -$3.36M | 0.33% | 45 |
|
|
2024
Q4 | $3.97M | Sell |
7,364
-352
| -5% | -$190K | 2.86% | 10 |
|
|
2024
Q3 | $4.07M | Buy |
7,716
+136
| +2% | +$71.8K | 2.92% | 12 |
|
|
2024
Q2 | $3.79M | Buy |
+7,580
| New | +$3.79M | 3.03% | 12 |
|