Plum Street Advisors’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 | $1.1M | Buy |
1,937
+32
| +2% | +$18.2K | 0.49% | 42 |
|
|
2025
Q1 | $979K | Sell |
1,905
-64
| -3% | -$32.9K | 0.47% | 44 |
|
|
2024
Q4 | $1.06M | Buy |
1,969
+2
| +0.1% | +$1.08K | 0.52% | 42 |
|
|
2024
Q3 | $1.04M | Buy |
1,967
+2
| +0.1% | +$1.06K | 0.53% | 42 |
|
|
2024
Q2 | $983K | Sell |
1,965
-2
| -0.1% | -$1K | 0.57% | 38 |
|
|
2024
Q1 | $1.04M | Sell |
1,967
-12
| -0.6% | -$6.33K | 0.53% | 42 |
|
|
2023
Q4 | $864K | Buy |
+1,979
| New | +$864K | 0.58% | 37 |
|