Palumbo 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 | $500K | Buy |
881
+301
| +52% | +$171K | 0.15% | 100 |
|
|
2025
Q1 | $298K | Buy |
580
+1
| +0.2% | +$514 | 0.1% | 135 |
|
|
2024
Q4 | $312K | Sell |
579
-18
| -3% | -$9.69K | 0.12% | 119 |
|
|
2024
Q3 | $315K | Buy |
597
+22
| +4% | +$11.6K | 0.12% | 113 |
|
|
2024
Q2 | $288K | Hold |
575
| – | – | 0.12% | 107 |
|
|
2024
Q1 | $277K | Buy |
575
+1
| +0.2% | +$481 | 0.12% | 109 |
|
|
2023
Q4 | $251K | Buy |
574
+3
| +0.5% | +$1.31K | 0.13% | 109 |
|
|
2023
Q3 | $224K | Buy |
571
+1
| +0.2% | +$393 | 0.12% | 107 |
|
|
2023
Q2 | $232K | Sell |
570
-80
| -12% | -$32.6K | 0.14% | 94 |
|
|
2023
Q1 | $245K | Buy |
650
+1
| +0.2% | +$376 | 0.16% | 80 |
|
|
2022
Q4 | $228K | Buy |
+649
| New | +$228K | 0.18% | 77 |
|