Hassell 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 | $1.72M | Sell |
2,944
-252
| -8% | -$147K | 0.63% | 17 |
|
|
2025
Q1 | $1.58M | Sell |
3,196
-263
| -8% | -$130K | 0.68% | 17 |
|
|
2024
Q4 | $1.92M | Sell |
3,459
-968
| -22% | -$538K | 0.78% | 16 |
|
|
2024
Q3 | $2.31M | Sell |
4,427
-223
| -5% | -$117K | 0.97% | 15 |
|
|
2024
Q2 | $2.32M | Sell |
4,650
-61
| -1% | -$30.4K | 1.04% | 15 |
|
|
2024
Q1 | $2.19M | Buy |
+4,711
| New | +$2.19M | 1.39% | 12 |
|