Element 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
Q1 | – | Sell |
-140
| Closed | -$75.5K | – | 287 |
|
|
2024
Q4 | $75.5K | Buy |
140
+6
| +4% | +$3.24K | 0.04% | 186 |
|
|
2024
Q3 | $70.7K | Sell |
134
-14
| -9% | -$7.39K | 0.04% | 184 |
|
|
2024
Q2 | $74K | Buy |
148
+53
| +56% | +$26.5K | 0.04% | 169 |
|
|
2024
Q1 | $45.7K | Buy |
95
+14
| +17% | +$6.73K | 0.03% | 187 |
|
|
2023
Q4 | $35.4K | Buy |
+81
| New | +$35.4K | 0.02% | 184 |
|