DiNuzzo Private Wealth’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 | $758K | Sell |
1,335
-133
| -9% | -$75.5K | 0.09% | 44 |
|
2025
Q1 | $754K | Hold |
1,468
| – | – | 0.1% | 39 |
|
2024
Q4 | $791K | Hold |
1,468
| – | – | 0.1% | 39 |
|
2024
Q3 | $775K | Hold |
1,468
| – | – | 0.1% | 39 |
|
2024
Q2 | $734K | Hold |
1,468
| – | – | 0.1% | 35 |
|
2024
Q1 | $706K | Hold |
1,468
| – | – | 0.1% | 35 |
|
2023
Q4 | $641K | Buy |
+1,468
| New | +$641K | 0.09% | 36 |
|