Fee-Only Financial 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 | $4.44M | Buy |
7,813
+350
| +5% | +$199K | 2.75% | 8 |
|
|
2025
Q1 | $3.84M | Hold |
7,463
| – | – | 2.62% | 8 |
|
|
2024
Q4 | $4.02M | Sell |
7,463
-183
| -2% | -$98.6K | 2.6% | 8 |
|
|
2024
Q3 | $4.03M | Sell |
7,646
-60
| -0.8% | -$31.7K | 2.58% | 8 |
|
|
2024
Q2 | $3.85M | Hold |
7,706
| – | – | 2.59% | 8 |
|
|
2024
Q1 | $3.7M | Sell |
7,706
-90
| -1% | -$43.3K | 2.5% | 8 |
|
|
2023
Q4 | $3.41M | Buy |
7,796
+27
| +0.3% | +$11.8K | 2.46% | 8 |
|
|
2023
Q3 | $3.05M | Hold |
7,769
| – | – | 2.46% | 8 |
|
|
2023
Q2 | $3.16M | Buy |
7,769
+155
| +2% | +$63.1K | 2.42% | 8 |
|
|
2023
Q1 | $2.86M | Sell |
7,614
-81
| -1% | -$30.5K | 2.33% | 8 |
|
|
2022
Q4 | $2.7M | Buy |
+7,695
| New | +$2.7M | 2.27% | 9 |
|