Mark Sheptoff Financial Planning’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 | $32.4K | Hold |
57
| – | – | 0.02% | 220 |
|
|
2025
Q1 | $29.3K | Hold |
57
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $30.7K | Hold |
57
| – | – | 0.02% | 216 |
|
|
2024
Q3 | $30.1K | Hold |
57
| – | – | 0.02% | 213 |
|
|
2024
Q2 | $28.5K | Hold |
57
| – | – | 0.02% | 228 |
|
|
2024
Q1 | $27.4K | Hold |
57
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $24.9K | Buy |
+57
| New | +$24.9K | 0.02% | 209 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$36K | – | 436 |
|
|
2021
Q1 | $36K | Sell |
100
-100
| -50% | -$36K | 0.02% | 192 |
|
|
2020
Q4 | $69K | Hold |
200
| – | – | 0.04% | 145 |
|
|
2020
Q3 | $62K | Hold |
200
| – | – | 0.04% | 138 |
|
|
2020
Q2 | $57K | Hold |
200
| – | – | 0.04% | 142 |
|
|
2020
Q1 | $47K | Hold |
200
| – | – | 0.04% | 137 |
|
|
2019
Q4 | $59K | Hold |
200
| – | – | 0.04% | 144 |
|
|
2019
Q3 | $55K | Hold |
200
| – | – | 0.04% | 143 |
|
|
2019
Q2 | $54K | Hold |
200
| – | – | 0.04% | 151 |
|
|
2019
Q1 | $52K | Hold |
200
| – | – | 0.04% | 147 |
|
|
2018
Q4 | $46K | Hold |
200
| – | – | 0.04% | 141 |
|
|
2018
Q3 | $53K | Hold |
200
| – | – | 0.04% | 159 |
|
|
2018
Q2 | $50K | Buy |
+200
| New | +$50K | 0.04% | 157 |
|