O'Donnell Financial Services’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 | $466K | Hold |
820
| – | – | 0.18% | 36 |
|
2025
Q1 | $421K | Buy |
820
+5
| +0.6% | +$2.57K | 0.17% | 36 |
|
2024
Q4 | $426K | Buy |
815
+3
| +0.4% | +$1.57K | 0.18% | 30 |
|
2024
Q3 | $428K | Buy |
812
+3
| +0.4% | +$1.58K | 0.17% | 33 |
|
2024
Q2 | $405K | Hold |
809
| – | – | 0.18% | 31 |
|
2024
Q1 | $389K | Buy |
809
+2
| +0.2% | +$962 | 0.18% | 31 |
|
2023
Q4 | $352K | Buy |
+807
| New | +$352K | 0.18% | 29 |
|