Ehrlich Financial Group’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 | $294K | Sell |
517
-140
| -21% | -$79.6K | 0.19% | 84 |
|
|
2025
Q1 | $338K | Sell |
657
-882
| -57% | -$454K | 0.25% | 77 |
|
|
2024
Q4 | $829K | Sell |
1,539
-291
| -16% | -$157K | 0.59% | 39 |
|
|
2024
Q3 | $966K | Buy |
1,830
+906
| +98% | +$478K | 0.69% | 33 |
|
|
2024
Q2 | $462K | Sell |
924
-1,057
| -53% | -$529K | 0.36% | 55 |
|
|
2024
Q1 | $952K | Buy |
1,981
+1,221
| +161% | +$587K | 0.8% | 29 |
|
|
2023
Q4 | $332K | Buy |
+760
| New | +$332K | 0.33% | 67 |
|