Maia Wealth’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 | $4.17M | Sell |
7,344
-628
| -8% | -$357K | 0.79% | 30 |
|
2025
Q1 | $3.95M | Buy |
7,972
+670
| +9% | +$332K | 0.9% | 27 |
|
2024
Q4 | $4.03M | Sell |
7,302
-441
| -6% | -$243K | 0.87% | 29 |
|
2024
Q3 | $4.12M | Buy |
7,743
+362
| +5% | +$193K | 1.02% | 25 |
|
2024
Q2 | $3.81M | Buy |
+7,381
| New | +$3.81M | 1.15% | 20 |
|
2023
Q4 | $3.4M | Buy |
+7,789
| New | +$3.4M | 1.37% | 13 |
|