Hedeker Wealth’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
$476K Buy
837
+404
+93% +$230K 0.11% 80
2025
Q1
$223K Sell
433
-499
-54% -$256K 0.06% 86
2024
Q4
$502K Sell
932
-57
-6% -$30.7K 0.13% 80
2024
Q3
$522K Buy
989
+244
+33% +$129K 0.14% 76
2024
Q2
$373K Sell
745
-551
-43% -$276K 0.11% 81
2024
Q1
$623K Sell
1,296
-127
-9% -$61K 0.18% 82
2023
Q4
$622K Buy
1,423
+829
+140% +$362K 0.2% 80
2023
Q3
$233K Buy
594
+30
+5% +$11.8K 0.08% 84
2023
Q2
$230K Buy
564
+19
+3% +$7.74K 0.08% 91
2023
Q1
$205K Buy
+545
New +$205K 0.07% 91
2022
Q3
Sell
-861
Closed -$313K 98
2022
Q2
$313K Buy
861
+353
+69% +$128K 0.11% 84
2022
Q1
$210K Buy
508
+3
+0.6% +$1.24K 0.06% 80
2021
Q4
$220K Sell
505
-218
-30% -$95K 0.06% 86
2021
Q3
$285K Buy
+723
New +$285K 0.09% 82