Pioneer Wealth Management Group’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 | $356K | Buy |
627
+225
| +56% | +$128K | 0.13% | 38 |
|
|
2025
Q1 | $207K | Buy |
+402
| New | +$207K | 0.09% | 36 |
|
|
2024
Q3 | $979K | Buy |
1,854
+1
| +0.1% | +$528 | 0.47% | 26 |
|
|
2024
Q2 | $927K | Sell |
1,853
-206
| -10% | -$103K | 0.49% | 26 |
|
|
2024
Q1 | $990K | Sell |
2,059
-5
| -0.2% | -$2.4K | 0.57% | 25 |
|
|
2023
Q4 | $902K | Sell |
2,064
-2,284
| -53% | -$998K | 0.56% | 23 |
|
|
2023
Q3 | $1.71M | Hold |
4,348
| – | – | 1.3% | 16 |
|
|
2023
Q2 | $1.77M | Buy |
+4,348
| New | +$1.77M | 1.41% | 17 |
|