Essential Planning’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 | $597K | Hold |
1,051
| – | – | 0.22% | 45 |
|
|
2025
Q1 | $540K | Sell |
1,051
-72,146
| -99% | -$37.1M | 0.22% | 45 |
|
|
2024
Q4 | $39.6M | Buy |
73,197
+71,909
| +5,583% | +$38.9M | 0.26% | 36 |
|
|
2024
Q3 | $680K | Sell |
1,288
-3
| -0.2% | -$1.58K | 0.28% | 36 |
|
|
2024
Q2 | $646K | Buy |
1,291
+204
| +19% | +$102K | 0.28% | 34 |
|
|
2024
Q1 | $475K | Hold |
1,087
| – | – | 0.24% | 40 |
|
|
2023
Q4 | $475K | Buy |
1,087
+344
| +46% | +$150K | 0.24% | 40 |
|
|
2023
Q3 | $292K | Buy |
743
+163
| +28% | +$64K | 0.16% | 45 |
|
|
2023
Q2 | $236K | Buy |
580
+10
| +2% | +$4.08K | 0.13% | 51 |
|
|
2023
Q1 | $215K | Buy |
+570
| New | +$215K | 0.13% | 49 |
|