Fidato 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 | $69.4M | Buy |
122,249
+7,417
| +6% | +$4.21M | 49.62% | 1 |
|
|
2025
Q1 | $59M | Buy |
114,832
+2,583
| +2% | +$1.33M | 45.16% | 1 |
|
|
2024
Q4 | $60.5M | Buy |
112,249
+481
| +0.4% | +$259K | 45.34% | 1 |
|
|
2024
Q3 | $59M | Buy |
111,768
+684
| +0.6% | +$361K | 47.37% | 1 |
|
|
2024
Q2 | $55.6M | Sell |
111,084
-587
| -0.5% | -$294K | 49.06% | 1 |
|
|
2024
Q1 | $53.7M | Sell |
111,671
-2,543
| -2% | -$1.22M | 48.13% | 1 |
|
|
2023
Q4 | $49.9M | Buy |
+114,214
| New | +$49.9M | 47.62% | 1 |
|