Pinnacle Wealth Planning 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 | $542K | Buy |
+955
| New | +$542K | 0.07% | 181 |
|
|
2024
Q4 | – | Sell |
-841
| Closed | -$444K | – | 559 |
|
|
2024
Q3 | $444K | Buy |
+841
| New | +$444K | 0.06% | 209 |
|
|
2021
Q1 | – | Sell |
-239
| Closed | -$82K | – | 1892 |
|
|
2020
Q4 | $82K | Buy |
+239
| New | +$82K | 0.02% | 562 |
|
|
2020
Q3 | – | Sell |
-9,589
| Closed | -$2.72M | – | 288 |
|
|
2020
Q2 | $2.72M | Buy |
9,589
+2,739
| +40% | +$776K | 0.88% | 24 |
|
|
2020
Q1 | $1.62M | Buy |
+6,850
| New | +$1.62M | 0.77% | 23 |
|