Brass Tax 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 | $79.3M | Buy |
139,614
+5,795
| +4% | +$3.29M | 15.27% | 1 |
|
|
2025
Q1 | $68.8M | Sell |
133,819
-7,755
| -5% | -$3.99M | 14.45% | 1 |
|
|
2024
Q4 | $76.3M | Sell |
141,574
-1,493
| -1% | -$804K | 16.05% | 1 |
|
|
2024
Q3 | $75.5M | Buy |
143,067
+87,014
| +155% | +$45.9M | 16.16% | 1 |
|
|
2024
Q2 | $28M | Buy |
56,053
+13,272
| +31% | +$6.64M | 12.11% | 1 |
|
|
2024
Q1 | $20.6M | Buy |
+42,781
| New | +$20.6M | 10.72% | 2 |
|