National Wealth Management Group’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
Q1 | $753K | Sell |
1,465
-24
| -2% | -$12.3K | 0.5% | 45 |
|
|
2024
Q4 | $802K | Buy |
1,489
+514
| +53% | +$277K | 0.53% | 44 |
|
|
2024
Q3 | $515K | Sell |
975
-139
| -12% | -$73.4K | 0.35% | 72 |
|
|
2024
Q2 | $557K | Sell |
1,114
-1,845
| -62% | -$923K | 0.42% | 53 |
|
|
2024
Q1 | $1.42M | Buy |
2,959
+90
| +3% | +$43.3K | 1.11% | 26 |
|
|
2023
Q4 | $1.25M | Buy |
2,869
+578
| +25% | +$252K | 1.21% | 25 |
|
|
2023
Q3 | $900K | Hold |
2,291
| – | – | 0.98% | 31 |
|
|
2023
Q2 | $938K | Buy |
2,291
+34
| +2% | +$13.9K | 0.98% | 30 |
|
|
2023
Q1 | $853K | Buy |
2,257
+8
| +0.4% | +$3.03K | 0.98% | 29 |
|
|
2022
Q4 | $790K | Hold |
2,249
| – | – | 0.95% | 27 |
|
|
2022
Q3 | $738K | Buy |
+2,249
| New | +$738K | 0.96% | 25 |
|