Holistic Planning’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 | $11.9M | Buy |
20,872
+5,570
| +36% | +$3.16M | 3.39% | 6 |
|
|
2025
Q1 | $7.86M | Buy |
15,302
+1,451
| +10% | +$746K | 2.66% | 7 |
|
|
2024
Q4 | $7.46M | Buy |
13,851
+2,026
| +17% | +$1.09M | 2.7% | 7 |
|
|
2024
Q3 | $6.24M | Sell |
11,825
-925
| -7% | -$488K | 2.64% | 5 |
|
|
2024
Q2 | $6.13M | Sell |
12,750
-122
| -0.9% | -$58.6K | 4.71% | 3 |
|
|
2024
Q1 | $6.19M | Sell |
12,872
-1,371
| -10% | -$659K | 4.72% | 3 |
|
|
2023
Q4 | $6.22M | Buy |
+14,243
| New | +$6.22M | 5.24% | 3 |
|