Capstone Wealth Management Group (Pennsylvania)’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 | $1.03M | Hold |
1,814
| – | – | 0.99% | 23 |
|
|
2025
Q1 | $932K | Buy |
1,814
+1
| +0.1% | +$514 | 0.53% | 41 |
|
|
2024
Q4 | $977K | Buy |
1,813
+1
| +0.1% | +$539 | 0.52% | 44 |
|
|
2024
Q3 | $956K | Buy |
1,812
+1
| +0.1% | +$528 | 0.57% | 41 |
|
|
2024
Q2 | $906K | Hold |
1,811
| – | – | 0.59% | 40 |
|
|
2024
Q1 | $871K | Buy |
1,811
+33
| +2% | +$15.9K | 0.62% | 41 |
|
|
2023
Q4 | $777K | Buy |
1,778
+1
| +0.1% | +$437 | 0.73% | 32 |
|
|
2023
Q3 | $698K | Sell |
1,777
-5
| -0.3% | -$1.96K | 0.72% | 34 |
|
|
2023
Q2 | $726K | Hold |
1,782
| – | – | 0.75% | 32 |
|
|
2023
Q1 | $670K | Hold |
1,782
| – | – | 0.74% | 26 |
|
|
2022
Q4 | $626K | Hold |
1,782
| – | – | 0.67% | 31 |
|
|
2022
Q3 | $585K | Sell |
1,782
-20
| -1% | -$6.57K | 0.75% | 31 |
|
|
2022
Q2 | $625K | Hold |
1,802
| – | – | 0.75% | 30 |
|
|
2022
Q1 | $748K | Hold |
1,802
| – | – | 0.75% | 31 |
|
|
2021
Q4 | $787K | Buy |
+1,802
| New | +$787K | 0.64% | 32 |
|