Ledgewood Wealth Advisors’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 | $4.96M | Buy |
8,733
+4
| +0% | +$2.27K | 3.13% | 11 |
|
|
2025
Q1 | $4.49M | Buy |
8,729
+39
| +0.4% | +$20K | 2.89% | 11 |
|
|
2024
Q4 | $4.68M | Buy |
8,690
+1
| +0% | +$539 | 3.02% | 12 |
|
|
2024
Q3 | $4.58M | Buy |
8,689
+1
| +0% | +$528 | 3.09% | 12 |
|
|
2024
Q2 | $4.35M | Buy |
8,688
+18
| +0.2% | +$9K | 3.75% | 10 |
|
|
2024
Q1 | $4.17M | Sell |
8,670
-33
| -0.4% | -$15.9K | 3.87% | 9 |
|
|
2023
Q4 | $3.8M | Buy |
+8,703
| New | +$3.8M | 3.51% | 8 |
|