Modern 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 | $43.9M | Sell |
77,317
-161
| -0.2% | -$91.5K | 1.1% | 18 |
|
|
2025
Q1 | $39.8M | Buy |
77,478
+1,339
| +2% | +$688K | 1.27% | 17 |
|
|
2024
Q4 | $41M | Buy |
76,139
+3,348
| +5% | +$1.8M | 1.53% | 16 |
|
|
2024
Q3 | $38.4M | Buy |
72,791
+495
| +0.7% | +$261K | 2.35% | 10 |
|
|
2024
Q2 | $36.2M | Sell |
72,296
-373
| -0.5% | -$187K | 2.67% | 8 |
|
|
2024
Q1 | $34.9M | Buy |
72,669
+4,946
| +7% | +$2.38M | 3.24% | 8 |
|
|
2023
Q4 | $29.6M | Buy |
+67,723
| New | +$29.6M | 3.73% | 8 |
|