Mittelman 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 | $11M | Sell |
19,288
-4,343
| -18% | -$2.47M | 9.25% | 4 |
|
|
2025
Q1 | $12.1M | Sell |
23,631
-1,168
| -5% | -$600K | 10.96% | 4 |
|
|
2024
Q4 | $13.4M | Sell |
24,799
-15,016
| -38% | -$8.09M | 12.43% | 3 |
|
|
2024
Q3 | $21M | Buy |
39,815
+13,666
| +52% | +$7.21M | 11.94% | 3 |
|
|
2024
Q2 | $13.1M | Sell |
26,149
-425
| -2% | -$213K | 8.48% | 2 |
|
|
2024
Q1 | $12.8M | Buy |
+26,574
| New | +$12.8M | 8.65% | 2 |
|