Capasso Planning Partners’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 | $3.54M | Sell |
6,225
-1,633
| -21% | -$928K | 2% | 11 |
|
|
2025
Q1 | $4.04M | Buy |
7,858
+3,336
| +74% | +$1.71M | 1.69% | 13 |
|
|
2024
Q4 | $2.44M | Sell |
4,522
-1,614
| -26% | -$870K | 0.97% | 22 |
|
|
2024
Q3 | $3.24M | Buy |
6,136
+223
| +4% | +$118K | 0.96% | 18 |
|
|
2024
Q2 | $2.96M | Sell |
5,913
-976
| -14% | -$488K | 0.96% | 23 |
|
|
2024
Q1 | $3.31M | Buy |
6,889
+350
| +5% | +$168K | 1.37% | 15 |
|
|
2023
Q4 | $2.86M | Sell |
6,539
-804
| -11% | -$351K | 1.33% | 18 |
|
|
2023
Q3 | $2.88M | Sell |
7,343
-554
| -7% | -$218K | 1.54% | 17 |
|
|
2023
Q2 | $3.22M | Sell |
7,897
-396
| -5% | -$161K | 1.73% | 16 |
|
|
2023
Q1 | $3.12M | Buy |
8,293
+710
| +9% | +$267K | 1.83% | 17 |
|
|
2022
Q4 | $2.66M | Sell |
7,583
-84
| -1% | -$29.5K | 1.7% | 18 |
|
|
2022
Q3 | $2.52M | Sell |
7,667
-337
| -4% | -$111K | 1.76% | 17 |
|
|
2022
Q2 | $2.78M | Sell |
8,004
-1,473
| -16% | -$511K | 1.97% | 16 |
|
|
2022
Q1 | $3.93M | Buy |
9,477
+31
| +0.3% | +$12.9K | 2.78% | 10 |
|
|
2021
Q4 | $4.12M | Buy |
+9,446
| New | +$4.12M | 3.01% | 8 |
|