Omnia Family 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 | $9.95M | Buy |
17,461
+7,573
| +77% | +$4.31M | 3.6% | 6 |
|
|
2025
Q1 | $5.08M | Sell |
9,888
-28
| -0.3% | -$14.4K | 2.13% | 12 |
|
|
2024
Q4 | $5.34M | Buy |
9,916
+68
| +0.7% | +$36.6K | 2.21% | 11 |
|
|
2024
Q3 | $5.21M | Buy |
9,848
+9,271
| +1,607% | +$4.91M | 2.23% | 11 |
|
|
2024
Q2 | $290K | Buy |
+577
| New | +$290K | 0.12% | 58 |
|