Napa 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 | $303K | Sell |
534
-309
| -37% | -$175K | 0.15% | 118 |
|
|
2025
Q1 | $433K | Buy |
843
+10
| +1% | +$5.14K | 0.24% | 130 |
|
|
2024
Q4 | $449K | Buy |
833
+3
| +0.4% | +$1.62K | 0.19% | 133 |
|
|
2024
Q3 | $438K | Buy |
830
+7
| +0.9% | +$3.69K | 0.21% | 101 |
|
|
2024
Q2 | $412K | Buy |
823
+6
| +0.7% | +$3K | 0.28% | 77 |
|
|
2024
Q1 | $393K | Buy |
817
+5
| +0.6% | +$2.4K | 0.21% | 42 |
|
|
2023
Q4 | $355K | Buy |
+812
| New | +$355K | 0.19% | 80 |
|