Greenhouse 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 | $8.49M | Buy |
14,952
+431
| +3% | +$245K | 5.47% | 4 |
|
|
2025
Q1 | $7.45M | Sell |
14,521
-3,188
| -18% | -$1.64M | 5.57% | 4 |
|
|
2024
Q4 | $9.54M | Sell |
17,709
-9
| -0.1% | -$4.85K | 6.31% | 4 |
|
|
2024
Q3 | $9.33M | Sell |
17,718
-435
| -2% | -$229K | 6.29% | 4 |
|
|
2024
Q2 | $9.08M | Sell |
18,153
-201
| -1% | -$101K | 6.63% | 4 |
|
|
2024
Q1 | $8.82M | Sell |
18,354
-431
| -2% | -$207K | 6.61% | 4 |
|
|
2023
Q4 | $8.21M | Buy |
18,785
+95
| +0.5% | +$41.5K | 6.63% | 4 |
|
|
2023
Q3 | $7.34M | Sell |
18,690
-4
| -0% | -$1.57K | 6.59% | 4 |
|
|
2023
Q2 | $7.61M | Sell |
18,694
-27
| -0.1% | -$11K | 6.72% | 4 |
|
|
2023
Q1 | $7.04M | Sell |
18,721
-119
| -0.6% | -$44.8K | 6.65% | 4 |
|
|
2022
Q4 | $6.62M | Buy |
18,840
+2,705
| +17% | +$950K | 6.66% | 4 |
|
|
2022
Q3 | $5.3M | Sell |
16,135
-2,904
| -15% | -$953K | 5.88% | 4 |
|
|
2022
Q2 | $6.6M | Buy |
19,039
+1,757
| +10% | +$609K | 7.09% | 3 |
|
|
2022
Q1 | $7.18M | Buy |
17,282
+155
| +0.9% | +$64.4K | 6.71% | 4 |
|
|
2021
Q4 | $7.48M | Buy |
17,127
+62
| +0.4% | +$27.1K | 6.68% | 4 |
|
|
2021
Q3 | $6.73M | Buy |
17,065
+84
| +0.5% | +$33.1K | 6.38% | 4 |
|
|
2021
Q2 | $6.68M | Buy |
16,981
+101
| +0.6% | +$39.7K | 6.2% | 4 |
|
|
2021
Q1 | $6.15M | Sell |
16,880
-1,298
| -7% | -$473K | 6.1% | 4 |
|
|
2020
Q4 | $6.25M | Buy |
+18,178
| New | +$6.25M | 6.17% | 3 |
|