Priebe Wealth Holdings’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 | $349K | Sell |
614
-352
| -36% | -$200K | 0.3% | 43 |
|
|
2025
Q1 | $496K | Sell |
966
-10
| -1% | -$5.14K | 0.31% | 39 |
|
|
2024
Q4 | $526K | Buy |
976
+347
| +55% | +$187K | 0.36% | 36 |
|
|
2024
Q3 | $332K | Hold |
629
| – | – | 0.24% | 40 |
|
|
2024
Q2 | $315K | Sell |
629
-5
| -0.8% | -$2.5K | 0.25% | 40 |
|
|
2024
Q1 | $305K | Buy |
634
+2
| +0.3% | +$961 | 0.24% | 37 |
|
|
2023
Q4 | $276K | Buy |
+632
| New | +$276K | 0.23% | 49 |
|