Future Financial 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 | $11.5M | Sell |
20,208
-277
| -1% | -$157K | 7.82% | 2 |
|
|
2025
Q1 | $10.5M | Buy |
20,485
+3,325
| +19% | +$1.71M | 7.72% | 1 |
|
|
2024
Q4 | $9.25M | Buy |
17,160
+783
| +5% | +$422K | 6.76% | 2 |
|
|
2024
Q3 | $8.64M | Buy |
16,377
+663
| +4% | +$350K | 6.17% | 1 |
|
|
2024
Q2 | $7.86M | Sell |
15,714
-569
| -3% | -$285K | 6.91% | 2 |
|
|
2024
Q1 | $7.83M | Buy |
16,283
+3,350
| +26% | +$1.61M | 6.02% | 1 |
|
|
2023
Q4 | $5.65M | Buy |
12,933
+89
| +0.7% | +$38.9K | 5.61% | 1 |
|
|
2023
Q3 | $5.04M | Buy |
12,844
+6
| +0% | +$2.36K | 5.59% | 1 |
|
|
2023
Q2 | $5.23M | Sell |
12,838
-5,962
| -32% | -$2.43M | 5.51% | 1 |
|
|
2023
Q1 | $7.1M | Buy |
18,800
+10,145
| +117% | +$3.83M | 7.82% | 1 |
|
|
2022
Q4 | $3.04M | Buy |
8,655
+922
| +12% | +$324K | 3.46% | 5 |
|
|
2022
Q3 | $2.68M | Buy |
7,733
+78
| +1% | +$27.1K | 3.09% | 6 |
|
|
2022
Q2 | $3.18M | Hold |
7,655
| – | – | 3.1% | 4 |
|
|
2022
Q1 | $3.18M | Sell |
7,655
-715
| -9% | -$297K | 2.64% | 4 |
|
|
2021
Q4 | $3.68M | Buy |
8,370
+247
| +3% | +$109K | 2.94% | 3 |
|
|
2021
Q3 | $3.2M | Hold |
8,123
| – | – | 3.29% | 2 |
|
|
2021
Q2 | $3.2M | Sell |
8,123
-1,632
| -17% | -$642K | 3.29% | 2 |
|
|
2021
Q1 | $3.55M | Sell |
9,755
-133
| -1% | -$48.5K | 4.09% | 2 |
|
|
2020
Q4 | $3.4M | Buy |
+9,888
| New | +$3.4M | 3.92% | 3 |
|