Cherrydale 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 | $2.04M | Buy |
3,597
+650
| +22% | +$369K | 0.71% | 19 |
|
|
2025
Q1 | $1.51M | Buy |
2,947
+11
| +0.4% | +$5.65K | 0.6% | 17 |
|
|
2024
Q4 | $1.58M | Buy |
2,936
+556
| +23% | +$300K | 0.61% | 19 |
|
|
2024
Q3 | $1.26M | Sell |
2,380
-71
| -3% | -$37.5K | 0.51% | 20 |
|
|
2024
Q2 | $1.23M | Buy |
2,451
+80
| +3% | +$40K | 0.54% | 21 |
|
|
2024
Q1 | $1.14M | Buy |
2,371
+7
| +0.3% | +$3.37K | 0.53% | 23 |
|
|
2023
Q4 | $1.03M | Buy |
2,364
+19
| +0.8% | +$8.3K | 0.54% | 24 |
|
|
2023
Q3 | $921K | Buy |
2,345
+9
| +0.4% | +$3.53K | 0.55% | 24 |
|
|
2023
Q2 | $951K | Sell |
2,336
-265
| -10% | -$108K | 0.66% | 18 |
|
|
2023
Q1 | $978K | Buy |
2,601
+11
| +0.4% | +$4.14K | 0.74% | 15 |
|
|
2022
Q4 | $910K | Sell |
2,590
-10,167
| -80% | -$3.57M | 0.75% | 13 |
|
|
2022
Q3 | $4.19M | Buy |
12,757
+53
| +0.4% | +$17.4K | 3.87% | 9 |
|
|
2022
Q2 | $4.41M | Buy |
+12,704
| New | +$4.41M | 4.04% | 9 |
|