DHJJ Financial Advisors’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 | $885K | Buy |
1,559
+147
| +10% | +$83.5K | 0.32% | 60 |
|
|
2025
Q1 | $726K | Sell |
1,412
-761
| -35% | -$391K | 0.29% | 63 |
|
|
2024
Q4 | $1.17M | Buy |
2,173
+170
| +8% | +$91.6K | 0.46% | 43 |
|
|
2024
Q3 | $1.06M | Buy |
2,003
+80
| +4% | +$42.2K | 0.42% | 43 |
|
|
2024
Q2 | $962K | Buy |
1,923
+115
| +6% | +$57.5K | 0.41% | 43 |
|
|
2024
Q1 | $869K | Buy |
1,808
+1,213
| +204% | +$583K | 0.38% | 49 |
|
|
2023
Q4 | $260K | Buy |
595
+1
| +0.2% | +$437 | 0.12% | 117 |
|
|
2023
Q3 | $233K | Buy |
594
+14
| +2% | +$5.5K | 0.12% | 118 |
|
|
2023
Q2 | $236K | Hold |
580
| – | – | 0.12% | 125 |
|
|
2023
Q1 | $218K | Buy |
+580
| New | +$218K | 0.12% | 132 |
|