Graham Capital 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 | $352K | Sell |
619
-145
| -19% | -$82.4K | 0.39% | 51 |
|
|
2025
Q1 | $393K | Sell |
764
-75
| -9% | -$38.5K | 0.42% | 48 |
|
|
2024
Q4 | $452K | Buy |
839
+353
| +73% | +$190K | 0.39% | 47 |
|
|
2024
Q3 | $256K | Buy |
486
+31
| +7% | +$16.4K | 0.26% | 47 |
|
|
2024
Q2 | $237K | Hold |
455
| – | – | 0.32% | 39 |
|
|
2024
Q1 | $219K | Buy |
+455
| New | +$219K | 0.37% | 36 |
|