Paulson 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 | $317K | Sell |
558
-13
| -2% | -$7.38K | 0.08% | 111 |
|
|
2025
Q1 | $294K | Sell |
571
-914
| -62% | -$470K | 0.08% | 109 |
|
|
2024
Q4 | $800K | Sell |
1,485
-437
| -23% | -$235K | 0.22% | 52 |
|
|
2024
Q3 | $1.01M | Sell |
1,922
-911
| -32% | -$481K | 0.27% | 41 |
|
|
2024
Q2 | $1.42M | Sell |
2,833
-4
| -0.1% | -$2K | 0.41% | 35 |
|
|
2024
Q1 | $1.36M | Sell |
2,837
-141
| -5% | -$67.8K | 0.4% | 37 |
|
|
2023
Q4 | $1.3M | Sell |
2,978
-23
| -0.8% | -$10K | 0.42% | 37 |
|
|
2023
Q3 | $1.18M | Sell |
3,001
-106
| -3% | -$41.6K | 0.41% | 38 |
|
|
2023
Q2 | $1.27M | Buy |
+3,107
| New | +$1.27M | 0.43% | 36 |
|
|
2018
Q1 | – | Sell |
-82
| Closed | -$20K | – | 516 |
|
|
2017
Q4 | $20K | Buy |
+82
| New | +$20K | 0.02% | 290 |
|