Journey Strategic 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 | $15.6M | Buy |
27,411
+13,714
| +100% | +$7.79M | 0.51% | 17 |
|
|
2025
Q1 | $7.04M | Buy |
13,697
+1,480
| +12% | +$761K | 0.25% | 31 |
|
|
2024
Q4 | $6.58M | Sell |
12,217
-356
| -3% | -$192K | 0.25% | 29 |
|
|
2024
Q3 | $6.63M | Buy |
12,573
+1,676
| +15% | +$884K | 0.24% | 26 |
|
|
2024
Q2 | $5.45M | Sell |
10,897
-466
| -4% | -$233K | 0.23% | 22 |
|
|
2024
Q1 | $5.46M | Buy |
11,363
+1,131
| +11% | +$544K | 0.24% | 20 |
|
|
2023
Q4 | $4.47M | Buy |
10,232
+33
| +0.3% | +$14.4K | 0.21% | 21 |
|
|
2023
Q3 | $4.01M | Sell |
10,199
-3,241
| -24% | -$1.27M | 0.19% | 21 |
|
|
2023
Q2 | $5.47M | Sell |
13,440
-1,109
| -8% | -$452K | 0.25% | 19 |
|
|
2023
Q1 | $5.47M | Buy |
14,549
+243
| +2% | +$91.4K | 0.58% | 17 |
|
|
2022
Q4 | $5.03M | Buy |
14,306
+9,666
| +208% | +$3.4M | 0.59% | 15 |
|
|
2022
Q3 | $1.52M | Buy |
4,640
+3,749
| +421% | +$1.23M | 0.21% | 30 |
|
|
2022
Q2 | $309K | Sell |
891
-3,662
| -80% | -$1.27M | 0.04% | 79 |
|
|
2022
Q1 | $1.16M | Buy |
+4,553
| New | +$1.16M | 0.13% | 24 |
|