Keener Financial Planning’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 | $330K | Buy |
582
+288
| +98% | +$163K | 0.16% | 36 |
|
|
2025
Q1 | $151K | Buy |
294
+10
| +4% | +$5.14K | 0.1% | 50 |
|
|
2024
Q4 | $153K | Hold |
284
| – | – | 0.09% | 56 |
|
|
2024
Q3 | $149K | Hold |
284
| – | – | 0.1% | 49 |
|
|
2024
Q2 | $142K | Hold |
284
| – | – | 0.09% | 53 |
|
|
2024
Q1 | $137K | Hold |
284
| – | – | 0.09% | 55 |
|
|
2023
Q4 | $124K | Buy |
+284
| New | +$124K | 0.1% | 60 |
|