Legacy Wealth Management (Mississippi)’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 | $932K | Hold |
1,641
| – | – | 0.28% | 49 |
|
|
2025
Q1 | $843K | Sell |
1,641
-2,350
| -59% | -$1.21M | 0.28% | 51 |
|
|
2024
Q4 | $2.15M | Hold |
3,991
| – | – | 0.85% | 28 |
|
|
2024
Q3 | $2.11M | Buy |
3,991
+91
| +2% | +$48K | 0.77% | 34 |
|
|
2024
Q2 | $1.95M | Hold |
3,900
| – | – | 0.82% | 34 |
|
|
2024
Q1 | $1.87M | Hold |
3,900
| – | – | 0.85% | 32 |
|
|
2023
Q4 | $1.7M | Hold |
3,900
| – | – | 0.82% | 35 |
|
|
2023
Q3 | $1.53M | Hold |
3,900
| – | – | 0.8% | 35 |
|
|
2023
Q2 | $1.59M | Hold |
3,900
| – | – | 0.8% | 37 |
|
|
2023
Q1 | $1.47M | Sell |
3,900
-933
| -19% | -$351K | 0.81% | 35 |
|
|
2022
Q4 | $1.7M | Sell |
4,833
-2,427
| -33% | -$853K | 1.01% | 29 |
|
|
2022
Q3 | $2.38M | Buy |
7,260
+3,200
| +79% | +$1.05M | 1.61% | 16 |
|
|
2022
Q2 | $1.41M | Hold |
4,060
| – | – | 0.86% | 38 |
|
|
2022
Q1 | $1.69M | Sell |
4,060
-1,515
| -27% | -$629K | 0.88% | 34 |
|
|
2021
Q4 | $2.43M | Sell |
5,575
-4,585
| -45% | -$2M | 1.25% | 22 |
|
|
2021
Q3 | $4.01M | Hold |
10,160
| – | – | 2.14% | 6 |
|
|
2021
Q2 | $4M | Sell |
10,160
-65
| -0.6% | -$25.6K | 2.22% | 5 |
|
|
2021
Q1 | $3.72M | Sell |
10,225
-202
| -2% | -$73.6K | 2.26% | 5 |
|
|
2020
Q4 | $3.58M | Sell |
10,427
-23
| -0.2% | -$7.91K | 2.27% | 5 |
|
|
2020
Q3 | $3.21M | Hold |
10,450
| – | – | 2.22% | 5 |
|
|
2020
Q2 | $2.96M | Hold |
10,450
| – | – | 2.26% | 5 |
|
|
2020
Q1 | $2.47M | Hold |
10,450
| – | – | 2.31% | 6 |
|
|
2019
Q4 | $3.09M | Buy |
+10,450
| New | +$3.09M | 2.69% | 5 |
|