Perfromance Wealth Partners’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 | $2.81M | Sell |
4,942
-379
| -7% | -$215K | 0.09% | 41 |
|
|
2025
Q1 | $2.73M | Buy |
5,321
+289
| +6% | +$149K | 0.1% | 35 |
|
|
2024
Q4 | $2.71M | Sell |
5,032
-275
| -5% | -$148K | 0.09% | 39 |
|
|
2024
Q3 | $2.8M | Buy |
5,307
+611
| +13% | +$322K | 0.1% | 35 |
|
|
2024
Q2 | $2.35M | Sell |
4,696
-190
| -4% | -$95K | 0.09% | 35 |
|
|
2024
Q1 | $2.35M | Hold |
4,886
| – | – | 0.1% | 47 |
|
|
2023
Q4 | $2.13M | Sell |
4,886
-218
| -4% | -$95.2K | 0.09% | 55 |
|
|
2023
Q3 | $2M | Sell |
5,104
-431
| -8% | -$169K | 0.1% | 60 |
|
|
2023
Q2 | $2.25M | Buy |
5,535
+30
| +0.5% | +$12.2K | 0.1% | 59 |
|
|
2023
Q1 | $2.07M | Hold |
5,505
| – | – | 0.11% | 60 |
|
|
2022
Q4 | $1.93M | Buy |
5,505
+73
| +1% | +$25.6K | 0.12% | 53 |
|
|
2022
Q3 | $1.78M | Buy |
5,432
+90
| +2% | +$29.5K | 0.1% | 49 |
|
|
2022
Q2 | $1.85M | Buy |
5,342
+3,038
| +132% | +$1.05M | 0.1% | 51 |
|
|
2022
Q1 | $957K | Sell |
2,304
-10
| -0.4% | -$4.15K | 0.04% | 79 |
|
|
2021
Q4 | $1.01M | Buy |
+2,314
| New | +$1.01M | 0.04% | 83 |
|