Herold Advisors’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 | $345K | Sell |
607
-19
| -3% | -$10.8K | 0.07% | 219 |
|
|
2025
Q1 | $322K | Sell |
626
-86
| -12% | -$44.2K | 0.07% | 211 |
|
|
2024
Q4 | $384K | Sell |
712
-2
| -0.3% | -$1.08K | 0.08% | 202 |
|
|
2024
Q3 | $377K | Buy |
+714
| New | +$377K | 0.08% | 209 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$20.8K | – | 661 |
|
|
2022
Q1 | $20.8K | Buy |
+50
| New | +$20.8K | 0.01% | 502 |
|
|
2021
Q4 | – | Sell |
-228
| Closed | -$89K | – | 637 |
|
|
2021
Q3 | $89K | Buy |
+228
| New | +$89K | 0.03% | 293 |
|