Maripau 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 | $2.14M | Buy |
3,767
+545
| +17% | +$310K | 1.08% | 23 |
|
|
2025
Q1 | $1.66M | Buy |
3,222
+256
| +9% | +$132K | 0.95% | 27 |
|
|
2024
Q4 | $1.6M | Buy |
+2,966
| New | +$1.6M | 0.95% | 30 |
|
|
2024
Q3 | – | Sell |
-3,272
| Closed | -$1.64M | – | 137 |
|
|
2024
Q2 | $1.64M | Buy |
3,272
+532
| +19% | +$267K | 1.12% | 23 |
|
|
2024
Q1 | $1.32M | Buy |
2,740
+254
| +10% | +$122K | 0.99% | 28 |
|
|
2023
Q4 | $1.09M | Sell |
2,486
-794
| -24% | -$347K | 0.94% | 26 |
|
|
2023
Q3 | $1.29M | Buy |
3,280
+190
| +6% | +$74.6K | 1.18% | 23 |
|
|
2023
Q2 | $1.26M | Sell |
3,090
-320
| -9% | -$130K | 1.12% | 24 |
|
|
2023
Q1 | $1.28M | Sell |
3,410
-116
| -3% | -$43.6K | 1.33% | 20 |
|
|
2022
Q4 | $1.26M | Sell |
3,526
-393
| -10% | -$140K | 1.31% | 21 |
|
|
2022
Q3 | $1.39M | Sell |
3,919
-496
| -11% | -$176K | 1.5% | 18 |
|
|
2022
Q2 | $1.67M | Sell |
4,415
-549
| -11% | -$207K | 1.8% | 14 |
|
|
2022
Q1 | $1.96M | Sell |
4,964
-326
| -6% | -$129K | 1.77% | 14 |
|
|
2021
Q4 | $2.19M | Buy |
+5,290
| New | +$2.19M | 2.07% | 12 |
|