Enzi 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 | $2.14M | Sell |
3,738
-104
| -3% | -$59.6K | 0.78% | 21 |
|
|
2025
Q1 | $1.93M | Buy |
3,842
+132
| +4% | +$66.3K | 0.78% | 22 |
|
|
2024
Q4 | $2.07M | Sell |
3,710
-128
| -3% | -$71.4K | 0.79% | 22 |
|
|
2024
Q3 | $2.06M | Buy |
3,838
+454
| +13% | +$244K | 0.81% | 21 |
|
|
2024
Q2 | $1.73M | Buy |
3,384
+220
| +7% | +$112K | 0.76% | 19 |
|
|
2024
Q1 | $1.47M | Sell |
3,164
-522
| -14% | -$242K | 0.69% | 18 |
|
|
2023
Q4 | $1.67M | Sell |
3,686
-357
| -9% | -$162K | 0.8% | 18 |
|
|
2023
Q3 | $1.6M | Sell |
4,043
-671
| -14% | -$266K | 0.85% | 17 |
|
|
2023
Q2 | $1.95M | Buy |
4,714
+83
| +2% | +$34.3K | 0.99% | 14 |
|
|
2023
Q1 | $1.76M | Sell |
4,631
-276
| -6% | -$105K | 0.9% | 15 |
|
|
2022
Q4 | $1.8M | Buy |
4,907
+1,386
| +39% | +$510K | 0.86% | 22 |
|
|
2022
Q3 | $1.29M | Buy |
+3,521
| New | +$1.29M | 0.63% | 28 |
|