Fingerlakes Wealth 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
Q2 | $1.13M | Buy |
1,990
+476
| +31% | +$270K | 0.84% | 32 |
|
|
2025
Q1 | $778K | Buy |
1,514
+44
| +3% | +$22.6K | 0.66% | 40 |
|
|
2024
Q4 | $792K | Buy |
1,470
+7
| +0.5% | +$3.77K | 0.64% | 41 |
|
|
2024
Q3 | $772K | Buy |
1,463
+34
| +2% | +$17.9K | 0.64% | 41 |
|
|
2024
Q2 | $715K | Hold |
1,429
| – | – | 0.64% | 43 |
|
|
2024
Q1 | $687K | Buy |
1,429
+571
| +67% | +$274K | 0.66% | 40 |
|
|
2023
Q4 | $375K | Buy |
858
+7
| +0.8% | +$3.06K | 0.4% | 62 |
|
|
2023
Q3 | $334K | Buy |
851
+3
| +0.4% | +$1.18K | 0.41% | 62 |
|
|
2023
Q2 | $345K | Hold |
848
| – | – | 0.4% | 67 |
|
|
2023
Q1 | $319K | Buy |
848
+99
| +13% | +$37.2K | 0.4% | 67 |
|
|
2022
Q4 | $263K | Buy |
749
+6
| +0.8% | +$2.11K | 0.36% | 76 |
|
|
2022
Q3 | $244K | Buy |
743
+3
| +0.4% | +$985 | 0.36% | 72 |
|
|
2022
Q2 | $257K | Hold |
740
| – | – | 0.35% | 78 |
|
|
2022
Q1 | $307K | Buy |
740
+3
| +0.4% | +$1.25K | 0.36% | 72 |
|
|
2021
Q4 | $321K | Buy |
+737
| New | +$321K | 0.36% | 72 |
|