Cypress Financial Planning’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 | $476K | Buy |
838
+64
| +8% | +$36.4K | 0.16% | 47 |
|
|
2025
Q1 | $398K | Sell |
774
-94
| -11% | -$48.3K | 0.14% | 49 |
|
|
2024
Q4 | $468K | Buy |
868
+124
| +17% | +$66.8K | 0.17% | 42 |
|
|
2024
Q3 | $393K | Sell |
744
-3
| -0.4% | -$1.58K | 0.15% | 46 |
|
|
2024
Q2 | $374K | Buy |
747
+296
| +66% | +$148K | 0.15% | 46 |
|
|
2024
Q1 | $217K | Buy |
+451
| New | +$217K | 0.1% | 63 |
|