Brown 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 | $549K | Sell |
967
-150
| -13% | -$85.2K | 0.17% | 62 |
|
|
2025
Q1 | $574K | Buy |
1,117
+394
| +54% | +$202K | 0.2% | 56 |
|
|
2024
Q4 | $390K | Buy |
723
+147
| +26% | +$79.2K | 0.14% | 59 |
|
|
2024
Q3 | $304K | Buy |
576
+160
| +38% | +$84.4K | 0.11% | 67 |
|
|
2024
Q2 | $208K | Buy |
+416
| New | +$208K | 0.08% | 80 |
|
|
2023
Q4 | – | Sell |
-556
| Closed | -$218K | – | 92 |
|
|
2023
Q3 | $218K | Sell |
556
-1,233
| -69% | -$484K | 0.1% | 72 |
|
|
2023
Q2 | $729K | Buy |
+1,789
| New | +$729K | 0.38% | 44 |
|