Consilium Wealth Advisory’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 | $774K | Sell |
1,363
-40
| -3% | -$22.7K | 0.33% | 51 |
|
|
2025
Q1 | $721K | Hold |
1,403
| – | – | 0.36% | 49 |
|
|
2024
Q4 | $756K | Hold |
1,403
| – | – | 0.36% | 48 |
|
|
2024
Q3 | $740K | Sell |
1,403
-22
| -2% | -$11.6K | 0.4% | 45 |
|
|
2024
Q2 | $713K | Buy |
1,425
+22
| +2% | +$11K | 0.39% | 48 |
|
|
2024
Q1 | $674K | Buy |
+1,403
| New | +$674K | 0.38% | 49 |
|