Channel Wealth’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
$3.77M Sell
6,629
-34
-0.5% -$19.3K 1.06% 33
2025
Q1
$3.42M Buy
6,663
+114
+2% +$58.6K 1.06% 30
2024
Q4
$3.53M Buy
6,549
+3,102
+90% +$1.67M 1.15% 26
2024
Q3
$1.82M Sell
3,447
-541
-14% -$285K 0.6% 50
2024
Q2
$1.99M Buy
3,988
+190
+5% +$95K 0.72% 43
2024
Q1
$1.83M Sell
3,798
-225
-6% -$108K 0.73% 42
2023
Q4
$1.76M Sell
4,023
-204
-5% -$89.1K 0.83% 42
2023
Q3
$1.66M Buy
4,227
+697
+20% +$274K 0.93% 32
2023
Q2
$1.44M Sell
3,530
-429
-11% -$175K 0.83% 32
2023
Q1
$1.49M Buy
+3,959
New +$1.49M 0.96% 23