Certus 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 | $15.2M | Sell |
26,762
-11,784
| -31% | -$6.69M | 9.79% | 1 |
|
|
2025
Q1 | $20.7M | Sell |
38,546
-1,687
| -4% | -$904K | 14.02% | 1 |
|
|
2024
Q4 | $22.4M | Buy |
40,233
+370
| +0.9% | +$206K | 14.98% | 1 |
|
|
2024
Q3 | $21M | Buy |
39,863
+11,449
| +40% | +$6.04M | 14.64% | 1 |
|
|
2024
Q2 | $14.2M | Sell |
28,414
-18,150
| -39% | -$9.08M | 10.79% | 1 |
|
|
2024
Q1 | $21.9M | Sell |
46,564
-1,171
| -2% | -$550K | 17.42% | 1 |
|
|
2023
Q4 | $20.9M | Buy |
47,735
+5,401
| +13% | +$2.36M | 17.69% | 1 |
|
|
2023
Q3 | $16.6M | Buy |
42,334
+6,318
| +18% | +$2.48M | 15.9% | 1 |
|
|
2023
Q2 | $14.7M | Buy |
+36,016
| New | +$14.7M | 14.57% | 1 |
|