Luminvest 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 | $8.25M | Buy |
14,484
+379
| +3% | +$216K | 2.96% | 8 |
|
|
2025
Q1 | $7.25M | Sell |
14,105
-2,553
| -15% | -$1.31M | 2.99% | 9 |
|
|
2024
Q4 | $8.98M | Buy |
16,658
+45
| +0.3% | +$24.2K | 3.62% | 8 |
|
|
2024
Q3 | $8.84M | Sell |
16,613
-24
| -0.1% | -$12.8K | 3.67% | 8 |
|
|
2024
Q2 | $8.35M | Buy |
16,637
+5,717
| +52% | +$2.87M | 3.92% | 8 |
|
|
2024
Q1 | $5.59M | Buy |
10,920
+20
| +0.2% | +$10.2K | 3.52% | 8 |
|
|
2023
Q4 | $5.46M | Buy |
+10,900
| New | +$5.46M | 3.58% | 8 |
|