Presilium Private Wealth’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 | $1.08M | Buy |
1,897
+74
| +4% | +$42K | 0.22% | 28 |
|
|
2025
Q1 | $937K | Hold |
1,823
| – | – | 0.21% | 34 |
|
|
2024
Q4 | $982K | Hold |
1,823
| – | – | 0.23% | 34 |
|
|
2024
Q3 | $962K | Buy |
1,823
+18
| +1% | +$9.5K | 0.22% | 36 |
|
|
2024
Q2 | $903K | Buy |
1,805
+421
| +30% | +$211K | 0.23% | 36 |
|
|
2024
Q1 | $665K | Buy |
1,384
+2
| +0.1% | +$961 | 0.18% | 46 |
|
|
2023
Q4 | $604K | Buy |
1,382
+77
| +6% | +$33.6K | 0.17% | 47 |
|
|
2023
Q3 | $512K | Buy |
1,305
+10
| +0.8% | +$3.93K | 0.16% | 37 |
|
|
2023
Q2 | $527K | Buy |
1,295
+107
| +9% | +$43.6K | 0.18% | 34 |
|
|
2023
Q1 | $447K | Buy |
1,188
+280
| +31% | +$105K | 0.17% | 34 |
|
|
2022
Q4 | $319K | Buy |
+908
| New | +$319K | 0.13% | 37 |
|