Joule Financial’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 | $288K | Buy |
506
+8
| +2% | +$4.56K | 0.09% | 88 |
|
|
2025
Q1 | $256K | Hold |
498
| – | – | 0.09% | 90 |
|
|
2024
Q4 | $268K | Sell |
498
-7
| -1% | -$3.77K | 0.09% | 86 |
|
|
2024
Q3 | $267K | Buy |
505
+28
| +6% | +$14.8K | 0.1% | 90 |
|
|
2024
Q2 | $239K | Buy |
477
+17
| +4% | +$8.53K | 0.1% | 90 |
|
|
2024
Q1 | $221K | Sell |
460
-95
| -17% | -$45.7K | 0.09% | 99 |
|
|
2023
Q4 | $242K | Buy |
+555
| New | +$242K | 0.11% | 92 |
|