GSB 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 | $968K | Sell |
1,705
-929
| -35% | -$528K | 0.24% | 105 |
|
|
2025
Q1 | $1.35M | Sell |
2,634
-112
| -4% | -$57.6K | 0.36% | 91 |
|
|
2024
Q4 | $1.48M | Sell |
2,746
-2
| -0.1% | -$1.08K | 0.38% | 81 |
|
|
2024
Q3 | $1.45M | Sell |
2,748
-182
| -6% | -$96K | 0.37% | 85 |
|
|
2024
Q2 | $1.47M | Buy |
2,930
+167
| +6% | +$83.5K | 0.4% | 81 |
|
|
2024
Q1 | $1.33M | Sell |
2,763
-197
| -7% | -$94.7K | 0.37% | 87 |
|
|
2023
Q4 | $1.29M | Sell |
2,960
-12
| -0.4% | -$5.24K | 0.4% | 85 |
|
|
2023
Q3 | $1.17M | Buy |
2,972
+39
| +1% | +$15.3K | 0.39% | 83 |
|
|
2023
Q2 | $1.19M | Buy |
2,933
+190
| +7% | +$77.4K | 0.39% | 85 |
|
|
2023
Q1 | $1.03M | Sell |
2,743
-74
| -3% | -$27.8K | 0.34% | 95 |
|
|
2022
Q4 | $990K | Sell |
2,817
-576
| -17% | -$202K | 0.35% | 99 |
|
|
2022
Q3 | $1.11M | Buy |
3,393
+1
| +0% | +$328 | 0.4% | 91 |
|
|
2022
Q2 | $1.18M | Sell |
3,392
-305
| -8% | -$106K | 0.4% | 94 |
|
|
2022
Q1 | $1.54M | Sell |
3,697
-277
| -7% | -$115K | 0.45% | 78 |
|
|
2021
Q4 | $1.74M | Buy |
3,974
+320
| +9% | +$140K | 0.5% | 71 |
|
|
2021
Q3 | $1.44M | Sell |
3,654
-473
| -11% | -$187K | 0.74% | 44 |
|
|
2021
Q2 | $1.62M | Buy |
4,127
+100
| +2% | +$39.4K | 0.51% | 65 |
|
|
2021
Q1 | $1.47M | Buy |
4,027
+2,817
| +233% | +$1.03M | 0.49% | 71 |
|
|
2020
Q4 | $416K | Hold |
1,210
| – | – | 1.86% | 16 |
|
|
2020
Q3 | $372K | Hold |
1,210
| – | – | 1.7% | 17 |
|
|
2020
Q2 | $343K | Hold |
1,210
| – | – | 1.91% | 16 |
|
|
2020
Q1 | $287K | Hold |
1,210
| – | – | 2.1% | 17 |
|
|
2019
Q4 | $358K | Hold |
1,210
| – | – | 1.47% | 22 |
|
|
2019
Q3 | $330K | Buy |
+1,210
| New | +$330K | 1.6% | 23 |
|