Libra 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 | $1.63M | Buy |
2,870
+21
| +0.7% | +$11.9K | 0.53% | 20 |
|
|
2025
Q1 | $1.46M | Hold |
2,849
| – | – | 0.55% | 21 |
|
|
2024
Q4 | $1.54M | Hold |
2,849
| – | – | 0.6% | 21 |
|
|
2024
Q3 | $1.5M | Buy |
2,849
+25
| +0.9% | +$13.2K | 0.6% | 19 |
|
|
2024
Q2 | $1.41M | Hold |
2,824
| – | – | 0.61% | 19 |
|
|
2024
Q1 | $1.36M | Sell |
2,824
-515
| -15% | -$248K | 0.59% | 21 |
|
|
2023
Q4 | $1.46M | Sell |
3,339
-387
| -10% | -$169K | 0.72% | 19 |
|
|
2023
Q3 | $1.46M | Buy |
3,726
+387
| +12% | +$152K | 0.81% | 19 |
|
|
2023
Q2 | $1.36M | Hold |
3,339
| – | – | 0.74% | 19 |
|
|
2023
Q1 | $1.26M | Hold |
3,339
| – | – | 0.73% | 19 |
|
|
2022
Q4 | $1.17M | Hold |
3,339
| – | – | 0.03% | 24 |
|
|
2022
Q3 | $1.1M | Buy |
+3,339
| New | +$1.1M | 0.71% | 19 |
|
|
2022
Q2 | – | Sell |
-151,345
| Closed | -$33.9M | – | 54 |
|
|
2022
Q1 | $33.9M | Buy |
+151,345
| New | +$33.9M | 19.4% | 2 |
|