MilWealth Group’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 | $379K | Sell |
667
-409
| -38% | -$232K | 0.1% | 20 |
|
|
2025
Q1 | $553K | Buy |
1,076
+409
| +61% | +$210K | 0.15% | 19 |
|
|
2024
Q4 | $359K | Hold |
667
| – | – | 0.1% | 24 |
|
|
2024
Q3 | $352K | Hold |
667
| – | – | 0.1% | 23 |
|
|
2024
Q2 | $334K | Hold |
667
| – | – | 0.11% | 23 |
|
|
2024
Q1 | $321K | Sell |
667
-10
| -1% | -$4.81K | 0.1% | 23 |
|
|
2023
Q4 | $296K | Hold |
677
| – | – | 0.1% | 23 |
|
|
2023
Q3 | $266K | Hold |
677
| – | – | 0.1% | 21 |
|
|
2023
Q2 | $276K | Hold |
677
| – | – | 0.11% | 21 |
|
|
2023
Q1 | $255K | Hold |
677
| – | – | 0.1% | 20 |
|
|
2022
Q4 | $238K | Hold |
677
| – | – | 0.1% | 20 |
|
|
2022
Q3 | $222K | Sell |
677
-5,805
| -90% | -$1.91M | 0.1% | 21 |
|
|
2022
Q2 | $2.25M | Buy |
6,482
+4,507
| +228% | +$1.56M | 0.97% | 13 |
|
|
2022
Q1 | $820K | Buy |
+1,975
| New | +$820K | 0.31% | 18 |
|
|
2020
Q1 | – | Sell |
-118
| Closed | -$34.9K | – | 88 |
|
|
2019
Q4 | $34.9K | Buy |
+118
| New | +$34.9K | 0.03% | 36 |
|