Moulton 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 | – | Sell |
-35,515
| Closed | -$18.3M | – | 43 |
|
|
2025
Q1 | $18.3M | Buy |
35,515
+878
| +3% | +$451K | 13.92% | 1 |
|
|
2024
Q4 | $18.7M | Buy |
34,637
+3,897
| +13% | +$2.1M | 14.33% | 1 |
|
|
2024
Q3 | $16.2M | Buy |
30,740
+8,791
| +40% | +$4.63M | 13.5% | 3 |
|
|
2024
Q2 | $11.3M | Buy |
21,949
+19,916
| +980% | +$10.2M | 10.23% | 3 |
|
|
2024
Q1 | $977K | Buy |
2,033
+49
| +2% | +$23.6K | 1.02% | 16 |
|
|
2023
Q4 | $864K | Buy |
1,984
+30
| +2% | +$13.1K | 1.11% | 11 |
|
|
2023
Q3 | $781K | Sell |
1,954
-63
| -3% | -$25.2K | 1.15% | 12 |
|
|
2023
Q2 | $822K | Sell |
2,017
-64
| -3% | -$26.1K | 1.45% | 12 |
|
|
2023
Q1 | $783K | Sell |
2,081
-2,413
| -54% | -$908K | 1.72% | 12 |
|
|
2022
Q4 | $1.62M | Sell |
4,494
-35
| -0.8% | -$12.6K | 5.55% | 4 |
|
|
2022
Q3 | $1.49M | Sell |
4,529
-12,827
| -74% | -$4.21M | 9.35% | 3 |
|
|
2022
Q2 | $7.23M | Hold |
17,356
| – | – | 7.52% | 4 |
|
|
2022
Q1 | $7.23M | Sell |
17,356
-12,697
| -42% | -$5.29M | 7.52% | 4 |
|
|
2021
Q4 | $13.2M | Sell |
30,053
-554
| -2% | -$243K | 9.65% | 2 |
|
|
2021
Q3 | $12.2M | Buy |
30,607
+17,121
| +127% | +$6.83M | 9.12% | 2 |
|
|
2021
Q2 | $5.31M | Sell |
13,486
-5,352
| -28% | -$2.11M | 3.87% | 11 |
|
|
2021
Q1 | $7.03M | Sell |
18,838
-11,542
| -38% | -$4.31M | 5.31% | 7 |
|
|
2020
Q4 | $10.6M | Buy |
30,380
+7,365
| +32% | +$2.56M | 8.52% | 3 |
|
|
2020
Q3 | $7.45M | Buy |
23,015
+357
| +2% | +$116K | 8.16% | 6 |
|
|
2020
Q2 | $6.5M | Buy |
+22,658
| New | +$6.5M | 8.2% | 4 |
|
|
2020
Q1 | – | Sell |
-1,738
| Closed | -$515K | – | 27 |
|
|
2019
Q4 | $515K | Buy |
+1,738
| New | +$515K | 0.43% | 21 |
|