Hummer Financial Advisory 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 | $292K | Sell |
513
-25
| -5% | -$14.2K | 0.22% | 87 |
|
|
2025
Q1 | $276K | Hold |
538
| – | – | 0.22% | 85 |
|
|
2024
Q4 | $290K | Hold |
538
| – | – | 0.23% | 83 |
|
|
2024
Q3 | $285K | Hold |
538
| – | – | 0.22% | 89 |
|
|
2024
Q2 | $270K | Hold |
538
| – | – | 0.23% | 85 |
|
|
2024
Q1 | $259K | Sell |
538
-55
| -9% | -$26.4K | 0.21% | 91 |
|
|
2023
Q4 | $259K | Hold |
593
| – | – | 0.24% | 82 |
|
|
2023
Q3 | $234K | Buy |
+593
| New | +$234K | 0.24% | 85 |
|