Financial Enhancement Group’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 | $8.04M | Sell |
14,018
-244
| -2% | -$140K | 1.15% | 30 |
|
2025
Q1 | $6.91M | Buy |
14,262
+2,164
| +18% | +$1.05M | 1.08% | 32 |
|
2024
Q4 | $6.47M | Buy |
+12,098
| New | +$6.47M | 0.99% | 34 |
|
2024
Q3 | – | Sell |
-14,601
| Closed | -$7.29M | – | 146 |
|
2024
Q2 | $7.29M | Sell |
14,601
-3,162
| -18% | -$1.58M | 1.17% | 30 |
|
2024
Q1 | $8.34M | Sell |
17,763
-171
| -1% | -$80.3K | 1.37% | 25 |
|
2023
Q4 | $7.78M | Buy |
17,934
+5,949
| +50% | +$2.58M | 1.37% | 28 |
|
2023
Q3 | $4.8M | Sell |
11,985
-1,223
| -9% | -$490K | 0.92% | 38 |
|
2023
Q2 | $5.46M | Buy |
+13,208
| New | +$5.46M | 1.01% | 34 |
|
2021
Q3 | – | Sell |
-13
| Closed | -$5K | – | 314 |
|
2021
Q2 | $5K | Buy |
+13
| New | +$5K | ﹤0.01% | 212 |
|