Cahill 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
Q1 | $681K | Buy |
1,326
+4
| +0.3% | +$2.06K | 0.35% | 29 |
|
|
2024
Q4 | $712K | Buy |
1,322
+26
| +2% | +$14K | 0.36% | 30 |
|
|
2024
Q3 | $684K | Buy |
1,296
+182
| +16% | +$96.1K | 0.35% | 32 |
|
|
2024
Q2 | $557K | Sell |
1,114
-51
| -4% | -$25.5K | 0.33% | 33 |
|
|
2024
Q1 | $560K | Buy |
1,165
+54
| +5% | +$25.9K | 0.33% | 35 |
|
|
2023
Q4 | $485K | Buy |
1,111
+8
| +0.7% | +$3.5K | 0.33% | 33 |
|
|
2023
Q3 | $433K | Buy |
1,103
+4
| +0.4% | +$1.57K | 0.33% | 33 |
|
|
2023
Q2 | $448K | Hold |
1,099
| – | – | 0.31% | 33 |
|
|
2023
Q1 | $413K | Buy |
1,099
+4
| +0.4% | +$1.5K | 0.31% | 36 |
|
|
2022
Q4 | $415K | Buy |
1,095
+10
| +0.9% | +$3.79K | 0.3% | 35 |
|
|
2022
Q3 | $356K | Buy |
1,085
+38
| +4% | +$12.5K | 0.32% | 33 |
|
|
2022
Q2 | $363K | Hold |
1,047
| – | – | 0.31% | 36 |
|
|
2022
Q1 | $434K | Buy |
+1,047
| New | +$434K | 0.32% | 32 |
|