Provident Wealth Management’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 | $195K | Hold |
343
| – | – | 0.06% | 81 |
|
|
2025
Q1 | $176K | Buy |
343
+166
| +94% | +$85.3K | 0.06% | 80 |
|
|
2024
Q4 | $95.4K | Buy |
177
+78
| +79% | +$42K | 0.03% | 97 |
|
|
2024
Q3 | $52.2K | Hold |
99
| – | – | 0.02% | 104 |
|
|
2024
Q2 | $49.5K | Hold |
99
| – | – | 0.02% | 98 |
|
|
2024
Q1 | $47.6K | Buy |
+99
| New | +$47.6K | 0.02% | 86 |
|
|
2023
Q3 | – | Sell |
-56
| Closed | -$22.9K | – | 91 |
|
|
2023
Q2 | $22.9K | Hold |
56
| – | – | 0.01% | 77 |
|
|
2023
Q1 | $21.1K | Hold |
56
| – | – | 0.01% | 80 |
|
|
2022
Q4 | $19.6K | Buy |
56
+1
| +2% | +$351 | 0.01% | 77 |
|
|
2022
Q3 | $18K | Sell |
55
-30
| -35% | -$9.82K | 0.01% | 79 |
|
|
2022
Q2 | $30K | Buy |
85
+30
| +55% | +$10.6K | 0.02% | 73 |
|
|
2022
Q1 | $23K | Sell |
55
-203
| -79% | -$84.9K | 0.01% | 85 |
|
|
2021
Q4 | $113K | Buy |
+258
| New | +$113K | 0.07% | 65 |
|