BetterWealth’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 | $1.55M | Hold |
2,730
| – | – | 0.4% | 22 |
|
|
2025
Q1 | $1.4M | Sell |
2,730
-20
| -0.7% | -$10.3K | 0.39% | 24 |
|
|
2024
Q4 | $1.48M | Hold |
2,750
| – | – | 0.41% | 26 |
|
|
2024
Q3 | $1.45M | Hold |
2,750
| – | – | 0.43% | 23 |
|
|
2024
Q2 | $1.38M | Hold |
2,750
| – | – | 0.44% | 25 |
|
|
2024
Q1 | $1.32M | Buy |
+2,750
| New | +$1.32M | 0.43% | 26 |
|