Golden State 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 | $2.46M | Sell |
4,338
-36
| -0.8% | -$20.5K | 0.3% | 65 |
|
|
2025
Q1 | $2.25M | Buy |
4,374
+269
| +7% | +$138K | 0.33% | 63 |
|
|
2024
Q4 | $2.21M | Buy |
+4,105
| New | +$2.21M | 0.33% | 66 |
|
|
2022
Q1 | $1.29M | Buy |
3,115
+1
| +0% | +$415 | 0.25% | 75 |
|
|
2021
Q4 | $1.36M | Buy |
3,114
+4
| +0.1% | +$1.75K | 0.23% | 89 |
|
|
2021
Q3 | $1.23M | Sell |
3,110
-67
| -2% | -$26.4K | 0.27% | 70 |
|
|
2021
Q2 | $1.25M | Buy |
3,177
+61
| +2% | +$24K | 0.28% | 74 |
|
|
2021
Q1 | $1.14M | Buy |
3,116
+55
| +2% | +$20K | 0.37% | 50 |
|
|
2020
Q4 | $1.05M | Buy |
3,061
+63
| +2% | +$21.7K | 0.3% | 62 |
|
|
2020
Q3 | $922K | Sell |
2,998
-50
| -2% | -$15.4K | 0.31% | 56 |
|
|
2020
Q2 | $859K | Sell |
3,048
-395
| -11% | -$111K | 0.28% | 60 |
|
|
2020
Q1 | $815K | Buy |
+3,443
| New | +$815K | 0.36% | 45 |
|
|
2019
Q4 | – | Sell |
-1,406
| Closed | -$383K | – | 915 |
|
|
2019
Q3 | $383K | Sell |
1,406
-296
| -17% | -$80.6K | 0.13% | 130 |
|
|
2019
Q2 | $458K | Sell |
1,702
-5,147
| -75% | -$1.39M | 0.15% | 123 |
|
|
2019
Q1 | $1.78M | Buy |
+6,849
| New | +$1.78M | 0.59% | 34 |
|