LongView 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 | $4.33M | Buy |
7,618
+498
| +7% | +$283K | 1.31% | 19 |
|
|
2025
Q1 | $3.66M | Buy |
7,120
+703
| +11% | +$361K | 1.1% | 26 |
|
|
2024
Q4 | $3.46M | Buy |
6,417
+448
| +8% | +$241K | 1.05% | 24 |
|
|
2024
Q3 | $3.15M | Buy |
5,969
+759
| +15% | +$401K | 1.01% | 27 |
|
|
2024
Q2 | $2.61M | Buy |
5,210
+622
| +14% | +$311K | 0.96% | 28 |
|
|
2024
Q1 | $2.21M | Buy |
4,588
+558
| +14% | +$268K | 0.87% | 29 |
|
|
2023
Q4 | $1.75M | Buy |
+4,030
| New | +$1.75M | 0.78% | 32 |
|