Meredith Wealth 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 | $2.63M | Sell |
4,629
-16
| -0.3% | -$9.09K | 0.95% | 17 |
|
|
2025
Q1 | $2.39M | Sell |
4,645
-35
| -0.7% | -$18K | 1.05% | 15 |
|
|
2024
Q4 | $2.52M | Buy |
4,680
+3,474
| +288% | +$1.87M | 1.12% | 15 |
|
|
2024
Q3 | $636K | Buy |
1,206
+99
| +9% | +$52.2K | 0.3% | 29 |
|
|
2024
Q2 | $554K | Sell |
1,107
-50
| -4% | -$25K | 0.29% | 29 |
|
|
2024
Q1 | $556K | Buy |
1,157
+52
| +5% | +$25K | 0.31% | 29 |
|
|
2023
Q4 | $483K | Buy |
1,105
+25
| +2% | +$10.9K | 0.3% | 29 |
|
|
2023
Q3 | $424K | Buy |
1,080
+2
| +0.2% | +$785 | 0.32% | 28 |
|
|
2023
Q2 | $439K | Sell |
1,078
-73
| -6% | -$29.7K | 0.36% | 25 |
|
|
2023
Q1 | $433K | Sell |
1,151
-10
| -0.9% | -$3.76K | 0.35% | 28 |
|
|
2022
Q4 | $408K | Buy |
+1,161
| New | +$408K | 0.35% | 27 |
|