Opes 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 | $1.05M | Buy |
1,843
+549
| +42% | +$312K | 0.19% | 66 |
|
|
2025
Q1 | $665K | Sell |
1,294
-30
| -2% | -$15.4K | 0.13% | 77 |
|
|
2024
Q4 | $714K | Buy |
1,324
+215
| +19% | +$116K | 0.15% | 70 |
|
|
2024
Q3 | $585K | Buy |
1,109
+50
| +5% | +$26.4K | 0.11% | 74 |
|
|
2024
Q2 | $530K | Hold |
1,059
| – | – | 0.11% | 80 |
|
|
2024
Q1 | $509K | Sell |
1,059
-60
| -5% | -$28.8K | 0.12% | 83 |
|
|
2023
Q4 | $489K | Sell |
1,119
-204
| -15% | -$89.1K | 0.12% | 81 |
|
|
2023
Q3 | $520K | Sell |
1,323
-20
| -1% | -$7.85K | 0.14% | 77 |
|
|
2023
Q2 | $547K | Buy |
1,343
+410
| +44% | +$167K | 0.16% | 78 |
|
|
2023
Q1 | $351K | Buy |
933
+1
| +0.1% | +$376 | 0.11% | 84 |
|
|
2022
Q4 | $328K | Hold |
932
| – | – | 0.12% | 84 |
|
|
2022
Q3 | $306K | Buy |
932
+62
| +7% | +$20.4K | 0.12% | 77 |
|
|
2022
Q2 | $302K | Buy |
+870
| New | +$302K | 0.12% | 77 |
|