OLIO Financial Planning’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 | $770K | Sell |
1,356
-12
| -0.9% | -$6.82K | 0.24% | 25 |
|
|
2025
Q1 | $703K | Buy |
1,368
+1
| +0.1% | +$514 | 0.24% | 27 |
|
|
2024
Q4 | $737K | Buy |
1,367
+112
| +9% | +$60.4K | 0.26% | 26 |
|
|
2024
Q3 | $550K | Hold |
1,255
| – | – | 0.23% | 33 |
|
|
2024
Q2 | $550K | Hold |
1,255
| – | – | 0.23% | 32 |
|
|
2024
Q1 | $550K | Hold |
1,255
| – | – | 0.23% | 33 |
|
|
2023
Q4 | $550K | Sell |
1,255
-8
| -0.6% | -$3.5K | 0.23% | 33 |
|
|
2023
Q3 | $496K | Sell |
1,263
-13
| -1% | -$5.11K | 0.23% | 32 |
|
|
2023
Q2 | $520K | Buy |
+1,276
| New | +$520K | 0.25% | 30 |
|