Delap 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 | $757K | Sell |
1,333
-353
| -21% | -$201K | 0.36% | 36 |
|
|
2025
Q1 | $866K | Buy |
1,686
+538
| +47% | +$276K | 0.48% | 33 |
|
|
2024
Q4 | $618K | Buy |
+1,148
| New | +$618K | 0.37% | 36 |
|
|
2024
Q3 | – | Sell |
-562
| Closed | -$281K | – | 115 |
|
|
2024
Q2 | $281K | Sell |
562
-3,447
| -86% | -$1.73M | 0.13% | 80 |
|
|
2024
Q1 | $1.93M | Buy |
4,009
+2,761
| +221% | +$1.33M | 0.78% | 27 |
|
|
2023
Q4 | $545K | Buy |
1,248
+729
| +140% | +$318K | 0.25% | 47 |
|
|
2023
Q3 | $204K | Hold |
519
| – | – | 0.2% | 51 |
|
|
2023
Q2 | $211K | Buy |
+519
| New | +$211K | 0.21% | 45 |
|