Crown Wealth 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 | $983K | Buy |
1,731
+1,017
| +142% | +$578K | 0.37% | 42 |
|
|
2025
Q1 | $367K | Sell |
714
-164
| -19% | -$84.3K | 0.19% | 59 |
|
|
2024
Q4 | $473K | Buy |
878
+194
| +28% | +$105K | 0.19% | 62 |
|
|
2024
Q3 | $361K | Hold |
684
| – | – | 0.16% | 75 |
|
|
2024
Q2 | $342K | Sell |
684
-171
| -20% | -$85.5K | 0.17% | 68 |
|
|
2024
Q1 | $411K | Buy |
855
+370
| +76% | +$178K | 0.21% | 57 |
|
|
2023
Q4 | $212K | Sell |
485
-1,306
| -73% | -$570K | 0.13% | 87 |
|
|
2023
Q3 | $703K | Buy |
+1,791
| New | +$703K | 0.53% | 30 |
|
|
2023
Q2 | – | Sell |
-2,179
| Closed | -$819K | – | 75 |
|
|
2023
Q1 | $819K | Sell |
2,179
-12
| -0.5% | -$4.51K | 0.69% | 22 |
|
|
2022
Q4 | $770K | Sell |
2,191
-37
| -2% | -$13K | 0.72% | 21 |
|
|
2022
Q3 | $731K | Buy |
2,228
+45
| +2% | +$14.8K | 0.75% | 24 |
|
|
2022
Q2 | $757K | Sell |
2,183
-202
| -8% | -$70K | 0.69% | 27 |
|
|
2022
Q1 | $990K | Buy |
2,385
+1,029
| +76% | +$427K | 0.69% | 34 |
|
|
2021
Q4 | $592K | Buy |
+1,356
| New | +$592K | 0.55% | 39 |
|