Modera Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.76M | Buy |
9,319
+2
| +0% | +$377 | 0.02% | 269 |
|
2025
Q1 | $1.72M | Buy |
9,317
+2
| +0% | +$368 | 0.02% | 260 |
|
2024
Q4 | $1.72M | Sell |
9,315
-423
| -4% | -$78K | 0.02% | 260 |
|
2024
Q3 | $1.86M | Sell |
9,738
-34
| -0.3% | -$6.48K | 0.02% | 239 |
|
2024
Q2 | $1.72M | Buy |
9,772
+185
| +2% | +$32.5K | 0.03% | 241 |
|
2024
Q1 | $1.73M | Sell |
9,587
-121
| -1% | -$21.8K | 0.03% | 241 |
|
2023
Q4 | $1.63M | Buy |
9,708
+1
| +0% | +$168 | 0.03% | 238 |
|
2023
Q3 | $1.44M | Sell |
9,707
-265
| -3% | -$39.4K | 0.03% | 247 |
|
2023
Q2 | $1.55M | Sell |
9,972
-168
| -2% | -$26.2K | 0.03% | 244 |
|
2023
Q1 | $1.49M | Hold |
10,140
| – | – | 0.06% | 115 |
|
2022
Q4 | $1.42M | Buy |
10,140
+4,640
| +84% | +$650K | 0.06% | 120 |
|
2022
Q3 | $683K | Hold |
5,500
| – | – | 0.03% | 160 |
|
2022
Q2 | $731K | Buy |
+5,500
| New | +$731K | 0.03% | 166 |
|