Financial Gravity Asset 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
Q1 | $180K | Buy |
+350
| New | +$180K | 0.04% | 157 |
|
|
2024
Q2 | $194K | Sell |
388
-399
| -51% | -$200K | 0.05% | 129 |
|
|
2024
Q1 | $362K | Sell |
787
-6,699
| -89% | -$3.08M | 0.05% | 135 |
|
|
2023
Q4 | $1.14M | Buy |
7,486
+399
| +6% | +$60.6K | 0.01% | 340 |
|
|
2023
Q3 | $962K | Buy |
7,087
+6,714
| +1,800% | +$912K | 0.01% | 363 |
|
|
2023
Q2 | $152 | Sell |
373
-3
| -0.8% | -$1 | ﹤0.01% | 1230 |
|
|
2023
Q1 | $141 | Buy |
+376
| New | +$141 | ﹤0.01% | 662 |
|
|
2022
Q1 | – | Sell |
-430
| Closed | -$172 | – | 1019 |
|
|
2021
Q4 | $172 | Buy |
430
+4
| +0.9% | +$2 | ﹤0.01% | 641 |
|
|
2021
Q3 | $168K | Hold |
426
| – | – | 0.08% | 223 |
|
|
2021
Q2 | $168K | Buy |
426
+22
| +5% | +$8.68K | 0.06% | 221 |
|
|
2021
Q1 | $147 | Hold |
404
| – | – | ﹤0.01% | 488 |
|
|
2020
Q4 | $139K | Buy |
+404
| New | +$139K | 0.13% | 69 |
|
|
2020
Q2 | – | Sell |
-440
| Closed | -$105 | – | 904 |
|
|
2020
Q1 | $105 | Buy |
440
+46
| +12% | +$11 | ﹤0.01% | 881 |
|
|
2019
Q4 | $117K | Hold |
394
| – | – | 0.08% | 262 |
|
|
2019
Q3 | $107K | Sell |
394
-47
| -11% | -$12.8K | 0.09% | 195 |
|
|
2019
Q2 | $119K | Hold |
441
| – | – | 0.1% | 210 |
|
|
2019
Q1 | $116K | Buy |
+441
| New | +$116K | 0.09% | 188 |
|
|
2018
Q3 | $109K | Buy |
+441
| New | +$109K | 0.11% | 197 |
|
|
2018
Q2 | – | Sell |
-212
| Closed | -$51K | – | 1631 |
|
|
2018
Q1 | $51K | Buy |
+212
| New | +$51K | 0.05% | 306 |
|