LifeSteps Financial’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 | $561K | Hold |
988
| – | – | 0.39% | 45 |
|
|
2025
Q1 | $508K | Hold |
988
| – | – | 0.41% | 47 |
|
|
2024
Q4 | $532K | Buy |
988
+19
| +2% | +$10.2K | 0.41% | 45 |
|
|
2024
Q3 | $511K | Hold |
969
| – | – | 0.4% | 49 |
|
|
2024
Q2 | $485K | Hold |
969
| – | – | 0.4% | 48 |
|
|
2024
Q1 | $466K | Hold |
969
| – | – | 0.35% | 48 |
|
|
2023
Q4 | $423K | Buy |
969
+17
| +2% | +$7.43K | 0.38% | 48 |
|
|
2023
Q3 | $374K | Buy |
+952
| New | +$374K | 0.38% | 46 |
|