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