EPG Wealth Management’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 | $65.3K | Buy |
115
+32
| +39% | +$18.2K | 0.02% | 214 |
|
|
2025
Q1 | $42.7K | Hold |
83
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $44.7K | Sell |
83
-1
| -1% | -$539 | 0.01% | 305 |
|
|
2024
Q3 | $44.3K | Buy |
+84
| New | +$44.3K | 0.01% | 305 |
|
|
2024
Q2 | – | Sell |
-25
| Closed | -$12K | – | 298 |
|
|
2024
Q1 | $12K | Buy |
25
+10
| +67% | +$4.81K | ﹤0.01% | 382 |
|
|
2023
Q4 | $6.81K | Hold |
15
| – | – | ﹤0.01% | 388 |
|
|
2023
Q3 | $5.89K | Hold |
15
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $6.11K | Hold |
15
| – | – | ﹤0.01% | 375 |
|
|
2023
Q1 | $5.64K | Hold |
15
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $5.27K | Hold |
15
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $5K | Buy |
+15
| New | +$5K | ﹤0.01% | 357 |
|
|
2022
Q2 | – | Sell |
-71
| Closed | -$29K | – | 397 |
|
|
2022
Q1 | $29K | Hold |
71
| – | – | 0.01% | 318 |
|
|
2021
Q4 | $31K | Buy |
71
+15
| +27% | +$6.55K | 0.01% | 319 |
|
|
2021
Q3 | $22K | Buy |
+56
| New | +$22K | 0.01% | 312 |
|
|
2020
Q2 | – | Sell |
-56
| Closed | -$13K | – | 761 |
|
|
2020
Q1 | $13K | Hold |
56
| – | – | 0.01% | 458 |
|
|
2019
Q4 | $17K | Buy |
+56
| New | +$17K | 0.01% | 374 |
|