Phillips Wealth Planners’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 | $5.13M | Buy |
9,004
+418
| +5% | +$238K | 4.65% | 1 |
|
|
2025
Q1 | $4.21M | Sell |
8,586
-771
| -8% | -$378K | 4.45% | 1 |
|
|
2024
Q4 | $5M | Buy |
9,357
+615
| +7% | +$328K | 4.99% | 1 |
|
|
2024
Q3 | $4.68M | Buy |
8,742
+184
| +2% | +$98.5K | 4.48% | 1 |
|
|
2024
Q2 | $4.41M | Sell |
8,558
-186
| -2% | -$95.9K | 4.65% | 1 |
|
|
2024
Q1 | $4.05M | Sell |
8,744
-367
| -4% | -$170K | 4.65% | 1 |
|
|
2023
Q4 | $3.99M | Buy |
9,111
+691
| +8% | +$303K | 4.81% | 1 |
|
|
2023
Q3 | $3.3M | Buy |
8,420
+913
| +12% | +$358K | 4.47% | 1 |
|
|
2023
Q2 | $3.06M | Sell |
7,507
-43
| -0.6% | -$17.5K | 4.01% | 1 |
|
|
2023
Q1 | $2.88M | Sell |
7,550
-99
| -1% | -$37.8K | 3.81% | 1 |
|
|
2022
Q4 | $2.9M | Buy |
+7,649
| New | +$2.9M | 5.07% | 1 |
|