Olistico Wealth’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 | $1.15M | Sell |
2,026
-264
| -12% | -$150K | 0.64% | 34 |
|
|
2025
Q1 | $1.18M | Buy |
2,290
+11
| +0.5% | +$5.65K | 0.73% | 30 |
|
|
2024
Q4 | $1.23M | Sell |
2,279
-39
| -2% | -$21K | 0.71% | 30 |
|
|
2024
Q3 | $1.22M | Sell |
2,318
-85
| -4% | -$44.9K | 0.75% | 29 |
|
|
2024
Q2 | $1.2M | Buy |
2,403
+511
| +27% | +$256K | 0.77% | 29 |
|
|
2024
Q1 | $909K | Buy |
1,892
+4
| +0.2% | +$1.92K | 0.66% | 34 |
|
|
2023
Q4 | $825K | Buy |
1,888
+349
| +23% | +$152K | 0.64% | 37 |
|
|
2023
Q3 | $604K | Buy |
1,539
+5
| +0.3% | +$1.96K | 0.54% | 49 |
|
|
2023
Q2 | $625K | Hold |
1,534
| – | – | 0.53% | 48 |
|
|
2023
Q1 | $577K | Sell |
1,534
-67
| -4% | -$25.2K | 0.55% | 48 |
|
|
2022
Q4 | $563K | Buy |
+1,601
| New | +$563K | 0.61% | 48 |
|