Olympus 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 | $64.6M | Buy |
113,697
+24,133
| +27% | +$13.7M | 21.7% | 2 |
|
|
2025
Q1 | $46M | Buy |
89,564
+10,095
| +13% | +$5.19M | 20.21% | 2 |
|
|
2024
Q4 | $42.8M | Sell |
79,469
-3,066
| -4% | -$1.65M | 15.59% | 3 |
|
|
2024
Q3 | $43.6M | Sell |
82,535
-13,770
| -14% | -$7.27M | 14.97% | 3 |
|
|
2024
Q2 | $48.2M | Buy |
96,305
+41,311
| +75% | +$20.7M | 15.07% | 3 |
|
|
2024
Q1 | $26.4M | Sell |
54,994
-16,142
| -23% | -$7.76M | 15.67% | 3 |
|
|
2023
Q4 | $31.1M | Sell |
71,136
-2,066
| -3% | -$902K | 15.95% | 3 |
|
|
2023
Q3 | $28.7M | Sell |
73,202
-3,200
| -4% | -$1.26M | 16.46% | 3 |
|
|
2023
Q2 | $31.1M | Sell |
76,402
-1,944
| -2% | -$792K | 16.76% | 3 |
|
|
2023
Q1 | $29.5M | Sell |
78,346
-5,571
| -7% | -$2.1M | 16.19% | 3 |
|
|
2022
Q4 | $29.5M | Buy |
83,917
+16,631
| +25% | +$5.84M | 14.8% | 3 |
|
|
2022
Q3 | $22.1M | Buy |
67,286
+14,439
| +27% | +$4.74M | 9.53% | 4 |
|
|
2022
Q2 | $18.3M | Buy |
52,847
+10,527
| +25% | +$3.65M | 10.23% | 4 |
|
|
2022
Q1 | $17.6M | Buy |
42,320
+37,638
| +804% | +$15.6M | 8.5% | 5 |
|
|
2021
Q4 | $2.04M | Buy |
+4,682
| New | +$2.04M | 1.42% | 10 |
|