Peterson Wealth Services’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 | $1.29M | Buy |
2,266
+27
| +1% | +$15.3K | 0.35% | 52 |
|
|
2025
Q1 | $1.15M | Sell |
2,239
-1,035
| -32% | -$532K | 0.36% | 53 |
|
|
2024
Q4 | $1.76M | Sell |
3,274
-25
| -0.8% | -$13.5K | 0.53% | 47 |
|
|
2024
Q3 | $1.74M | Buy |
3,299
+25
| +0.8% | +$13.2K | 0.56% | 49 |
|
|
2024
Q2 | $1.64M | Sell |
3,274
-524
| -14% | -$262K | 0.57% | 48 |
|
|
2024
Q1 | $1.83M | Sell |
3,798
-796
| -17% | -$383K | 0.66% | 46 |
|
|
2023
Q4 | $2.01M | Buy |
+4,594
| New | +$2.01M | 0.86% | 39 |
|
|
2023
Q3 | – | Sell |
-4,725
| Closed | -$1.92M | – | 88 |
|
|
2023
Q2 | $1.92M | Buy |
4,725
+145
| +3% | +$59.1K | 0.92% | 38 |
|
|
2023
Q1 | $1.72M | Buy |
4,580
+332
| +8% | +$125K | 0.89% | 43 |
|
|
2022
Q4 | $1.49M | Buy |
4,248
+109
| +3% | +$38.3K | 0.85% | 40 |
|
|
2022
Q3 | $1.36M | Buy |
4,139
+165
| +4% | +$54.2K | 0.96% | 38 |
|
|
2022
Q2 | $1.38M | Buy |
3,974
+675
| +20% | +$234K | 0.99% | 38 |
|
|
2022
Q1 | $1.37M | Buy |
3,299
+216
| +7% | +$89.7K | 0.84% | 40 |
|
|
2021
Q4 | $1.35M | Buy |
+3,083
| New | +$1.35M | 0.89% | 42 |
|