NRI 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 | $659K | Hold |
1,160
| – | – | 0.4% | 22 |
|
|
2025
Q1 | $596K | Sell |
1,160
-15
| -1% | -$7.71K | 0.44% | 21 |
|
|
2024
Q4 | $633K | Buy |
+1,175
| New | +$633K | 0.44% | 21 |
|
|
2024
Q2 | $449K | Sell |
898
-44
| -5% | -$22K | 0.35% | 22 |
|
|
2024
Q1 | $453K | Buy |
942
+293
| +45% | +$141K | 0.38% | 22 |
|
|
2023
Q4 | $283K | Buy |
+649
| New | +$283K | 0.28% | 26 |
|