Cassaday & Co 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 | $1.62M | Sell |
2,860
-1,844
| -39% | -$1.05M | 0.04% | 93 |
|
|
2025
Q1 | $2.42M | Buy |
4,704
+1,521
| +48% | +$782K | 0.07% | 60 |
|
|
2024
Q4 | $1.72M | Buy |
3,183
+820
| +35% | +$442K | 0.05% | 81 |
|
|
2024
Q3 | $1.25M | Buy |
2,363
+574
| +32% | +$303K | 0.04% | 90 |
|
|
2024
Q2 | $895K | Sell |
1,789
-101
| -5% | -$50.5K | 0.03% | 114 |
|
|
2024
Q1 | $909K | Buy |
1,890
+67
| +4% | +$32.2K | 0.03% | 110 |
|
|
2023
Q4 | $796K | Buy |
1,823
+2
| +0.1% | +$874 | 0.03% | 113 |
|
|
2023
Q3 | $715K | Sell |
1,821
-2,781
| -60% | -$1.09M | 0.03% | 110 |
|
|
2023
Q2 | $1.87M | Sell |
4,602
-1,005
| -18% | -$409K | 0.07% | 56 |
|
|
2023
Q1 | $2.11M | Buy |
5,607
+78
| +1% | +$29.3K | 0.09% | 50 |
|
|
2022
Q4 | $1.94M | Buy |
+5,529
| New | +$1.94M | 0.09% | 51 |
|