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 |
|