Imprint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $12M | Buy |
24,959
+20,971
| +526% | +$10.1M | 2.91% | 6 |
|
|
2023
Q4 | $1.79M | Buy |
3,988
+2,021
| +103% | +$905K | 1.43% | 16 |
|
|
2023
Q3 | $773K | Sell |
1,967
-1,965
| -50% | -$772K | 0.65% | 47 |
|
|
2023
Q2 | $1.61M | Sell |
3,932
-42
| -1% | -$17.2K | 1.02% | 25 |
|
|
2023
Q1 | $1.5M | Buy |
+3,974
| New | +$1.5M | 0.99% | 22 |
|