BIP Wealth’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 | $3.36M | Buy |
5,909
+362
| +7% | +$206K | 0.21% | 54 |
|
|
2025
Q1 | $2.85M | Buy |
5,547
+876
| +19% | +$450K | 0.19% | 57 |
|
|
2024
Q4 | $2.52M | Buy |
4,671
+650
| +16% | +$350K | 0.17% | 57 |
|
|
2024
Q3 | $2.12M | Buy |
4,021
+772
| +24% | +$407K | 0.14% | 61 |
|
|
2024
Q2 | $1.63M | Sell |
3,249
-80
| -2% | -$40K | 0.13% | 62 |
|
|
2024
Q1 | $1.6M | Buy |
3,329
+66
| +2% | +$31.7K | 0.12% | 65 |
|
|
2023
Q4 | $1.43M | Sell |
3,263
-135
| -4% | -$59K | 0.11% | 69 |
|
|
2023
Q3 | $1.33M | Buy |
3,398
+840
| +33% | +$330K | 0.12% | 66 |
|
|
2023
Q2 | $1.04M | Sell |
2,558
-82
| -3% | -$33.4K | 0.09% | 75 |
|
|
2023
Q1 | $993K | Buy |
+2,640
| New | +$993K | 0.11% | 79 |
|