Oakwell Private 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 | $1.18M | Buy |
2,082
+243
| +13% | +$138K | 0.27% | 35 |
|
|
2025
Q1 | $945K | Buy |
1,839
+148
| +9% | +$76.1K | 0.26% | 36 |
|
|
2024
Q4 | $911K | Buy |
1,691
+108
| +7% | +$58.2K | 0.26% | 35 |
|
|
2024
Q3 | $835K | Hold |
1,583
| – | – | 0.24% | 38 |
|
|
2024
Q2 | $792K | Hold |
1,583
| – | – | 0.22% | 38 |
|
|
2024
Q1 | $761K | Buy |
1,583
+32
| +2% | +$15.4K | 0.23% | 37 |
|
|
2023
Q4 | $677K | Sell |
1,551
-76
| -5% | -$33.2K | 0.24% | 36 |
|
|
2023
Q3 | $639K | Buy |
1,627
+76
| +5% | +$29.8K | 0.27% | 34 |
|
|
2023
Q2 | $632K | Hold |
1,551
| – | – | 0.26% | 34 |
|
|
2023
Q1 | $583K | Hold |
1,551
| – | – | 0.27% | 36 |
|
|
2022
Q4 | $545K | Hold |
1,551
| – | – | 0.26% | 37 |
|
|
2022
Q3 | $509K | Sell |
1,551
-25
| -2% | -$8.2K | 0.28% | 35 |
|
|
2022
Q2 | $547K | Buy |
1,576
+11
| +0.7% | +$3.82K | 0.31% | 38 |
|
|
2022
Q1 | $650K | Sell |
1,565
-15
| -0.9% | -$6.23K | 0.33% | 35 |
|
|
2021
Q4 | $690K | Buy |
1,580
+260
| +20% | +$114K | 0.34% | 34 |
|
|
2021
Q3 | $521K | Buy |
+1,320
| New | +$521K | 0.28% | 39 |
|