Journey Beyond 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
2025
Q2
$29.4M Buy
51,773
+2,282
+5% +$1.3M 24.8% 1
2025
Q1
$25.4M Buy
49,491
+1,429
+3% +$734K 23.77% 1
2024
Q4
$25.9M Buy
+48,062
New +$25.9M 24.34% 1