Gen-Wealth Partners’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 | $293K | Hold |
515
| – | – | 0.11% | 172 |
|
|
2025
Q1 | $265K | Sell |
515
-4
| -0.8% | -$2.06K | 0.11% | 177 |
|
|
2024
Q4 | $280K | Sell |
519
-17
| -3% | -$9.16K | 0.12% | 170 |
|
|
2024
Q3 | $286K | Sell |
536
-43
| -7% | -$22.9K | 0.12% | 172 |
|
|
2024
Q2 | $290K | Sell |
579
-26
| -4% | -$13K | 0.14% | 164 |
|
|
2024
Q1 | $291K | Buy |
+605
| New | +$291K | 0.14% | 159 |
|