Partners in Financial Planning’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 | $6.03M | Sell |
10,616
-14
| -0.1% | -$7.95K | 1.11% | 17 |
|
|
2025
Q1 | $5.46M | Buy |
10,630
+13
| +0.1% | +$6.68K | 1.1% | 17 |
|
|
2024
Q4 | $5.72M | Sell |
10,617
-126
| -1% | -$67.9K | 1.17% | 16 |
|
|
2024
Q3 | $5.67M | Sell |
10,743
-872
| -8% | -$460K | 1.14% | 16 |
|
|
2024
Q2 | $5.81M | Sell |
11,615
-918
| -7% | -$459K | 1.26% | 16 |
|
|
2024
Q1 | $6.02M | Buy |
12,533
+163
| +1% | +$78.4K | 1.34% | 16 |
|
|
2023
Q4 | $5.4M | Buy |
12,370
+9
| +0.1% | +$3.93K | 1.27% | 16 |
|
|
2023
Q3 | $4.85M | Sell |
12,361
-13
| -0.1% | -$5.11K | 1.25% | 16 |
|
|
2023
Q2 | $5.04M | Sell |
12,374
-840
| -6% | -$342K | 1.28% | 16 |
|
|
2023
Q1 | $4.97M | Sell |
13,214
-22
| -0.2% | -$8.27K | 1.31% | 16 |
|
|
2022
Q4 | $4.63M | Sell |
13,236
-113
| -0.8% | -$39.5K | 1.28% | 16 |
|
|
2022
Q3 | $4.86M | Buy |
+13,349
| New | +$4.86M | 1.39% | 14 |
|