Revisor 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 | $960K | Buy |
1,669
+94
| +6% | +$54.1K | 0.35% | 60 |
|
|
2025
Q1 | $810K | Sell |
1,575
-4
| -0.3% | -$2.06K | 0.36% | 57 |
|
|
2024
Q4 | $854K | Buy |
1,579
+88
| +6% | +$47.6K | 0.79% | 29 |
|
|
2024
Q3 | $787K | Sell |
1,491
-11
| -0.7% | -$5.8K | 0.49% | 39 |
|
|
2024
Q2 | $751K | Sell |
1,502
-394
| -21% | -$197K | 0.52% | 35 |
|
|
2024
Q1 | $875K | Buy |
1,896
+1,398
| +281% | +$645K | 0.4% | 50 |
|
|
2023
Q4 | $217K | Sell |
498
-808
| -62% | -$353K | 0.25% | 126 |
|
|
2023
Q3 | $513K | Buy |
+1,306
| New | +$513K | 0.44% | 49 |
|
|
2023
Q2 | – | Sell |
-719
| Closed | -$271K | – | 165 |
|
|
2023
Q1 | $271K | Buy |
+719
| New | +$271K | 0.25% | 121 |
|