Consultiva 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 | $3.51M | Sell |
6,172
-120
| -2% | -$68.2K | 10.82% | 1 |
|
|
2025
Q1 | $3.23M | Buy |
6,292
+195
| +3% | +$100K | 11.12% | 1 |
|
|
2024
Q4 | $3.29M | Sell |
6,097
-108
| -2% | -$58.2K | 16.48% | 1 |
|
|
2024
Q3 | $3.27M | Sell |
6,205
-277
| -4% | -$146K | 26.05% | 1 |
|
|
2024
Q2 | $3.24M | Buy |
6,482
+81
| +1% | +$40.5K | 29.53% | 1 |
|
|
2024
Q1 | $3.08M | Buy |
+6,401
| New | +$3.08M | 28.82% | 1 |
|
|
2023
Q3 | $88.4K | Buy |
+225
| New | +$88.4K | 2.27% | 9 |
|