Melone Private 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 | $1.23M | Sell |
2,174
-55
| -2% | -$31.2K | 0.63% | 28 |
|
|
2025
Q1 | $1.15M | Buy |
2,229
+7
| +0.3% | +$3.6K | 0.6% | 30 |
|
|
2024
Q4 | $1.2M | Buy |
2,222
+10
| +0.5% | +$5.39K | 0.62% | 29 |
|
|
2024
Q3 | $1.17M | Sell |
2,212
-233
| -10% | -$123K | 0.62% | 28 |
|
|
2024
Q2 | $1.22M | Hold |
2,445
| – | – | 0.72% | 27 |
|
|
2024
Q1 | $1.18M | Buy |
2,445
+6
| +0.2% | +$2.88K | 0.71% | 27 |
|
|
2023
Q4 | $1.07M | Sell |
2,439
-9
| -0.4% | -$3.93K | 0.68% | 27 |
|
|
2023
Q3 | $961K | Buy |
2,448
+1
| +0% | +$393 | 0.69% | 27 |
|
|
2023
Q2 | $997K | Hold |
2,447
| – | – | 0.7% | 28 |
|
|
2023
Q1 | $916K | Sell |
2,447
-49
| -2% | -$18.4K | 0.7% | 28 |
|
|
2022
Q4 | $877K | Buy |
2,496
+2
| +0.1% | +$703 | 0.74% | 30 |
|
|
2022
Q3 | $855K | Sell |
2,494
-4
| -0.2% | -$1.37K | 0.75% | 31 |
|
|
2022
Q2 | $892K | Buy |
2,498
+2
| +0.1% | +$714 | 0.76% | 32 |
|
|
2022
Q1 | $981K | Sell |
2,496
-36
| -1% | -$14.1K | 0.8% | 33 |
|
|
2021
Q4 | $1.11M | Buy |
+2,532
| New | +$1.11M | 0.83% | 33 |
|