Capasso Planning Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,387
| Closed | -$2.28M | – | 101 |
|
|
2025
Q1 | $2.28M | Buy |
12,387
+123
| +1% | +$22.7K | 0.96% | 24 |
|
|
2024
Q4 | $2.26M | Buy |
12,264
+1,357
| +12% | +$250K | 0.9% | 25 |
|
|
2024
Q3 | $2.08M | Buy |
10,907
+6
| +0.1% | +$1.14K | 0.61% | 33 |
|
|
2024
Q2 | $1.92M | Buy |
10,901
+96
| +0.9% | +$16.9K | 0.62% | 40 |
|
|
2024
Q1 | $1.95M | Buy |
10,805
+18
| +0.2% | +$3.25K | 0.81% | 24 |
|
|
2023
Q4 | $1.81M | Buy |
10,787
+1,579
| +17% | +$265K | 0.85% | 23 |
|
|
2023
Q3 | $1.37M | Buy |
9,208
+398
| +5% | +$59.2K | 0.73% | 28 |
|
|
2023
Q2 | $1.37M | Buy |
8,810
+642
| +8% | +$100K | 0.74% | 29 |
|
|
2023
Q1 | $1.2M | Sell |
8,168
-523
| -6% | -$76.7K | 0.7% | 32 |
|
|
2022
Q4 | $1.22M | Buy |
8,691
+5,767
| +197% | +$808K | 0.78% | 30 |
|
|
2022
Q3 | $363K | Buy |
2,924
+1,237
| +73% | +$154K | 0.25% | 63 |
|
|
2022
Q2 | $224K | Buy |
+1,687
| New | +$224K | 0.16% | 77 |
|