Hemington 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 | $3.33M | Hold |
5,859
| – | – | 0.48% | 28 |
|
|
2025
Q1 | $3.01M | Sell |
5,859
-10
| -0.2% | -$5.14K | 0.47% | 26 |
|
|
2024
Q4 | $3.16M | Buy |
5,869
+21
| +0.4% | +$11.3K | 0.8% | 23 |
|
|
2024
Q3 | $3.06M | Buy |
5,848
+12
| +0.2% | +$6.27K | 0.82% | 23 |
|
|
2024
Q2 | $2.92M | Buy |
5,836
+8
| +0.1% | +$4K | 0.98% | 22 |
|
|
2024
Q1 | $2.8M | Hold |
5,828
| – | – | 1.02% | 19 |
|
|
2023
Q4 | $2.55M | Sell |
5,828
-50
| -0.9% | -$21.8K | 0.98% | 19 |
|
|
2023
Q3 | $2.31M | Sell |
5,878
-882
| -13% | -$346K | 1.1% | 17 |
|
|
2023
Q2 | $2.75M | Buy |
6,760
+917
| +16% | +$373K | 1.12% | 17 |
|
|
2023
Q1 | $2.2M | Hold |
5,843
| – | – | 0.89% | 18 |
|
|
2022
Q4 | $2.05M | Sell |
5,843
-539
| -8% | -$189K | 0.88% | 18 |
|
|
2022
Q3 | $2.1M | Sell |
6,382
-396
| -6% | -$130K | 0.91% | 18 |
|
|
2022
Q2 | $2.35M | Sell |
6,778
-282
| -4% | -$97.8K | 0.93% | 17 |
|
|
2022
Q1 | $2.93M | Buy |
7,060
+242
| +4% | +$100K | 0.98% | 15 |
|
|
2021
Q4 | $2.34M | Sell |
6,818
-60
| -0.9% | -$20.6K | 1.09% | 15 |
|
|
2021
Q3 | $2.71M | Hold |
6,878
| – | – | 1% | 14 |
|
|
2021
Q2 | $2.71M | Sell |
6,878
-10
| -0.1% | -$3.94K | 1.15% | 12 |
|
|
2021
Q1 | $2.51M | Buy |
6,888
+70
| +1% | +$25.5K | 1.07% | 14 |
|
|
2020
Q4 | $2.34M | Buy |
+6,818
| New | +$2.34M | 1.09% | 15 |
|