Maltin 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 | $245K | Sell |
431
-28
| -6% | -$15.9K | 0.11% | 112 |
|
|
2025
Q1 | $236K | Buy |
459
+28
| +6% | +$14.4K | 0.11% | 118 |
|
|
2024
Q4 | $232K | Buy |
+431
| New | +$232K | 0.11% | 119 |
|
|
2022
Q2 | – | Sell |
-2,018
| Closed | -$838K | – | 132 |
|
|
2022
Q1 | $838K | Sell |
2,018
-51
| -2% | -$21.2K | 0.55% | 58 |
|
|
2021
Q4 | $903K | Buy |
2,069
+134
| +7% | +$58.5K | 0.54% | 56 |
|
|
2021
Q3 | $763K | Buy |
1,935
+910
| +89% | +$359K | 0.47% | 54 |
|
|
2021
Q2 | $404K | Buy |
1,025
+25
| +3% | +$9.85K | 0.25% | 76 |
|
|
2021
Q1 | $364K | Buy |
1,000
+42
| +4% | +$15.3K | 0.24% | 76 |
|
|
2020
Q4 | $329K | Buy |
+958
| New | +$329K | 0.23% | 70 |
|
|
2020
Q1 | – | Sell |
-365
| Closed | -$108K | – | 135 |
|
|
2019
Q4 | $108K | Buy |
+365
| New | +$108K | 0.07% | 82 |
|