JGP 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 | $353K | Sell |
622
-29
| -4% | -$16.5K | 0.04% | 154 |
|
|
2025
Q1 | $334K | Buy |
651
+45
| +7% | +$23.1K | 0.04% | 149 |
|
|
2024
Q4 | $327K | Buy |
606
+66
| +12% | +$35.6K | 0.04% | 148 |
|
|
2024
Q3 | $285K | Buy |
540
+140
| +35% | +$73.9K | 0.04% | 154 |
|
|
2024
Q2 | $200K | Buy |
+400
| New | +$200K | 0.03% | 167 |
|
|
2022
Q1 | – | Sell |
-486
| Closed | -$209K | – | 165 |
|
|
2021
Q4 | $209K | Buy |
+486
| New | +$209K | 0.04% | 156 |
|