Horizons 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 | $532K | Buy |
937
+117
| +14% | +$66.5K | 0.38% | 36 |
|
|
2025
Q1 | $421K | Buy |
820
+141
| +21% | +$72.5K | 0.31% | 42 |
|
|
2024
Q4 | $366K | Sell |
679
-137
| -17% | -$73.8K | 0.28% | 46 |
|
|
2024
Q3 | $431K | Sell |
816
-15
| -2% | -$7.92K | 0.33% | 41 |
|
|
2024
Q2 | $419K | Buy |
831
+538
| +184% | +$271K | 0.33% | 40 |
|
|
2024
Q1 | $128K | Hold |
293
| – | – | 0.08% | 71 |
|
|
2023
Q4 | $128K | Sell |
293
-9
| -3% | -$3.93K | 0.08% | 71 |
|
|
2023
Q3 | $119K | Hold |
302
| – | – | 0.09% | 71 |
|
|
2023
Q2 | $123K | Buy |
302
+137
| +83% | +$55.8K | 0.09% | 72 |
|
|
2023
Q1 | $62.1K | Sell |
165
-6
| -4% | -$2.26K | 0.05% | 79 |
|
|
2022
Q4 | $60K | Hold |
171
| – | – | 0.05% | 82 |
|
|
2022
Q3 | $56K | Hold |
171
| – | – | 0.05% | 75 |
|
|
2022
Q2 | $67K | Buy |
+171
| New | +$67K | 0.05% | 73 |
|