Independent Wealth Network’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 | $3.31M | Sell |
5,825
-246
| -4% | -$140K | 1.2% | 18 |
|
|
2025
Q1 | $3.12M | Sell |
6,071
-685
| -10% | -$352K | 1.24% | 15 |
|
|
2024
Q4 | $3.64M | Buy |
6,756
+1,336
| +25% | +$720K | 1.48% | 13 |
|
|
2024
Q3 | $2.86M | Sell |
5,420
-147
| -3% | -$77.6K | 1.26% | 15 |
|
|
2024
Q2 | $2.78M | Buy |
5,567
+213
| +4% | +$107K | 1.3% | 17 |
|
|
2024
Q1 | $2.57M | Buy |
5,354
+100
| +2% | +$48.1K | 1.21% | 17 |
|
|
2023
Q4 | $2.29M | Buy |
5,254
+1,161
| +28% | +$507K | 1.21% | 17 |
|
|
2023
Q3 | $1.61M | Buy |
4,093
+2,326
| +132% | +$913K | 0.99% | 20 |
|
|
2023
Q2 | $720K | Buy |
1,767
+87
| +5% | +$35.4K | 0.43% | 62 |
|
|
2023
Q1 | $632K | Buy |
1,680
+318
| +23% | +$120K | 0.4% | 57 |
|
|
2022
Q4 | $478K | Sell |
1,362
-625
| -31% | -$220K | 0.33% | 70 |
|
|
2022
Q3 | $652K | Sell |
1,987
-2,204
| -53% | -$723K | 0.51% | 46 |
|
|
2022
Q2 | $1.45M | Sell |
4,191
-632
| -13% | -$219K | 1.05% | 20 |
|
|
2022
Q1 | $2M | Buy |
4,823
+663
| +16% | +$275K | 1.27% | 17 |
|
|
2021
Q4 | $1.82M | Buy |
4,160
+222
| +6% | +$96.9K | 1.12% | 20 |
|
|
2021
Q3 | $1.68M | Buy |
+3,938
| New | +$1.68M | 1.1% | 20 |
|