Coastwise Capital Group’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 | $730K | Buy |
1,286
+20
| +2% | +$11.4K | 0.58% | 47 |
|
|
2025
Q1 | $651K | Sell |
1,266
-1,097
| -46% | -$564K | 0.55% | 50 |
|
|
2024
Q4 | $1.27M | Buy |
2,363
+52
| +2% | +$28K | 1.02% | 27 |
|
|
2024
Q3 | $1.22M | Buy |
2,311
+296
| +15% | +$156K | 1% | 27 |
|
|
2024
Q2 | $1.01M | Sell |
2,015
-100
| -5% | -$50K | 0.96% | 28 |
|
|
2024
Q1 | $1.02M | Sell |
2,115
-98
| -4% | -$47.1K | 0.94% | 31 |
|
|
2023
Q4 | $966K | Sell |
2,213
-2
| -0.1% | -$873 | 0.99% | 29 |
|
|
2023
Q3 | $870K | Buy |
2,215
+1,278
| +136% | +$502K | 1% | 30 |
|
|
2023
Q2 | $382K | Hold |
937
| – | – | 0.43% | 65 |
|
|
2023
Q1 | $353K | Sell |
937
-28
| -3% | -$10.5K | 0.4% | 70 |
|
|
2022
Q4 | $339K | Buy |
+965
| New | +$339K | 0.4% | 72 |
|