Hoge Financial Services’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 | $671K | Sell |
1,181
-28
| -2% | -$15.9K | 0.42% | 27 |
|
|
2025
Q1 | $621K | Buy |
1,209
+21
| +2% | +$10.8K | 0.43% | 27 |
|
|
2024
Q4 | $640K | Buy |
1,188
+72
| +6% | +$38.8K | 0.47% | 26 |
|
|
2024
Q3 | $589K | Buy |
1,116
+59
| +6% | +$31.1K | 0.44% | 26 |
|
|
2024
Q2 | $529K | Hold |
1,057
| – | – | 0.43% | 26 |
|
|
2024
Q1 | $508K | Sell |
1,057
-397
| -27% | -$191K | 0.42% | 28 |
|
|
2023
Q4 | $635K | Buy |
+1,454
| New | +$635K | 0.64% | 21 |
|