FinDec Wealth Services’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 | $469K | Sell |
825
-142
| -15% | -$80.7K | 0.49% | 20 |
|
|
2025
Q1 | $497K | Sell |
967
-426
| -31% | -$219K | 0.49% | 27 |
|
|
2024
Q4 | $751K | Sell |
1,393
-1,423
| -51% | -$767K | 0.52% | 27 |
|
|
2024
Q3 | $1.49M | Buy |
2,816
+4
| +0.1% | +$2.11K | 0.86% | 27 |
|
|
2024
Q2 | $1.41M | Sell |
2,812
-178
| -6% | -$89K | 0.89% | 28 |
|
|
2024
Q1 | $1.44M | Sell |
2,990
-14
| -0.5% | -$6.73K | 0.9% | 28 |
|
|
2023
Q4 | $1.31M | Sell |
3,004
-55
| -2% | -$24K | 0.88% | 26 |
|
|
2023
Q3 | $1.2M | Sell |
3,059
-13
| -0.4% | -$5.11K | 0.87% | 26 |
|
|
2023
Q2 | $1.25M | Sell |
3,072
-38
| -1% | -$15.5K | 0.88% | 25 |
|
|
2023
Q1 | $1.17M | Sell |
3,110
-567
| -15% | -$213K | 0.88% | 25 |
|
|
2022
Q4 | $1.29M | Buy |
+3,677
| New | +$1.29M | 1.07% | 25 |
|