Madison Wealth Partners’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 | $1.48M | Buy |
2,609
+388
| +17% | +$220K | 0.32% | 39 |
|
|
2025
Q1 | $1.14M | Buy |
2,221
+3
| +0.1% | +$1.54K | 0.28% | 43 |
|
|
2024
Q4 | $1.2M | Sell |
2,218
-13
| -0.6% | -$7.01K | 0.33% | 41 |
|
|
2024
Q3 | $1.18M | Buy |
2,231
+456
| +26% | +$241K | 0.35% | 39 |
|
|
2024
Q2 | $888K | Buy |
1,775
+60
| +3% | +$30K | 0.3% | 45 |
|
|
2024
Q1 | $824K | Sell |
1,715
-33
| -2% | -$15.9K | 0.3% | 41 |
|
|
2023
Q4 | $764K | Buy |
1,748
+290
| +20% | +$127K | 0.3% | 40 |
|
|
2023
Q3 | $573K | Hold |
1,458
| – | – | 0.29% | 42 |
|
|
2023
Q2 | $594K | Sell |
1,458
-49
| -3% | -$20K | 0.28% | 41 |
|
|
2023
Q1 | $567K | Buy |
1,507
+49
| +3% | +$18.4K | 0.29% | 39 |
|
|
2022
Q4 | $512K | Sell |
1,458
-161
| -10% | -$56.6K | 0.3% | 39 |
|
|
2022
Q3 | $532K | Buy |
1,619
+33
| +2% | +$10.8K | 0.35% | 36 |
|
|
2022
Q2 | $550K | Buy |
1,586
+1,070
| +207% | +$371K | 0.35% | 36 |
|
|
2022
Q1 | $214K | Hold |
516
| – | – | 0.12% | 74 |
|
|
2021
Q4 | $225K | Buy |
+516
| New | +$225K | 0.11% | 69 |
|