PBMares 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 | $1.93M | Sell |
3,391
-295
| -8% | -$168K | 0.35% | 38 |
|
|
2025
Q1 | $1.89M | Buy |
3,686
+531
| +17% | +$273K | 0.38% | 39 |
|
|
2024
Q4 | $1.7M | Buy |
3,155
+46
| +1% | +$24.8K | 0.35% | 43 |
|
|
2024
Q3 | $1.64M | Buy |
3,109
+472
| +18% | +$249K | 0.34% | 43 |
|
|
2024
Q2 | $1.32M | Sell |
2,637
-17
| -0.6% | -$8.5K | 0.32% | 48 |
|
|
2024
Q1 | $1.28M | Buy |
2,654
+1,119
| +73% | +$538K | 0.33% | 51 |
|
|
2023
Q4 | $671K | Buy |
+1,535
| New | +$671K | 0.2% | 77 |
|
|
2020
Q1 | – | Sell |
-2,034
| Closed | -$602K | – | 130 |
|
|
2019
Q4 | $602K | Buy |
+2,034
| New | +$602K | 0.72% | 43 |
|