Dodds 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 | $17.9M | Buy |
31,485
+128
| +0.4% | +$72.7K | 4.8% | 8 |
|
2025
Q1 | $16.1M | Buy |
31,357
+1,820
| +6% | +$935K | 5.25% | 7 |
|
2024
Q4 | $16.5M | Buy |
29,537
+3,482
| +13% | +$1.94M | 5.3% | 7 |
|
2024
Q3 | $13.8M | Buy |
26,055
+1,350
| +5% | +$715K | 4.6% | 7 |
|
2024
Q2 | $12.6M | Buy |
24,705
+2,052
| +9% | +$1.05M | 4.93% | 6 |
|
2024
Q1 | $10.9M | Buy |
22,653
+2,683
| +13% | +$1.29M | 4.43% | 6 |
|
2023
Q4 | $8.72M | Buy |
+19,970
| New | +$8.72M | 4.47% | 5 |
|