Long Island Wealth Management’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 | $3.49M | Buy |
6,136
+1,185
| +24% | +$673K | 1.81% | 16 |
|
|
2025
Q1 | $2.54M | Sell |
4,951
-166
| -3% | -$85.3K | 1.55% | 18 |
|
|
2024
Q4 | $2.76M | Sell |
5,117
-42
| -0.8% | -$22.6K | 1.73% | 17 |
|
|
2024
Q3 | $2.72M | Buy |
5,159
+1
| +0% | +$528 | 1.79% | 19 |
|
|
2024
Q2 | $2.58M | Hold |
5,158
| – | – | 1.82% | 16 |
|
|
2024
Q1 | $2.48M | Buy |
5,158
+2
| +0% | +$961 | 1.75% | 17 |
|
|
2023
Q4 | $2.25M | Buy |
+5,156
| New | +$2.25M | 1.61% | 20 |
|