Moser Wealth Advisors’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 | $475K | Sell |
836
-33
| -4% | -$18.8K | 0.23% | 64 |
|
|
2025
Q1 | $447K | Buy |
869
+404
| +87% | +$208K | 0.23% | 66 |
|
|
2024
Q4 | $251K | Hold |
465
| – | – | 0.13% | 72 |
|
|
2024
Q3 | $245K | Sell |
465
-73
| -14% | -$38.5K | 0.13% | 73 |
|
|
2024
Q2 | $269K | Hold |
538
| – | – | 0.15% | 69 |
|
|
2024
Q1 | $259K | Hold |
538
| – | – | 0.14% | 69 |
|
|
2023
Q4 | $235K | Buy |
538
+423
| +368% | +$185K | 0.15% | 67 |
|
|
2023
Q3 | $45.2K | Hold |
115
| – | – | 0.03% | 88 |
|
|
2023
Q2 | $46.8K | Buy |
+115
| New | +$46.8K | 0.03% | 88 |
|