Semus Wealth Partners’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 | $353K | Sell |
622
-90
| -13% | -$51.1K | 0.23% | 76 |
|
|
2025
Q1 | $366K | Buy |
712
+25
| +4% | +$12.8K | 0.25% | 69 |
|
|
2024
Q4 | $370K | Sell |
687
-4
| -0.6% | -$2.16K | 0.25% | 73 |
|
|
2024
Q3 | $365K | Buy |
691
+7
| +1% | +$3.69K | 0.26% | 77 |
|
|
2024
Q2 | $342K | Sell |
684
-50
| -7% | -$25K | 0.26% | 70 |
|
|
2024
Q1 | $353K | Buy |
734
+117
| +19% | +$56.2K | 0.3% | 77 |
|
|
2023
Q4 | $270K | Sell |
617
-86
| -12% | -$37.6K | 0.22% | 94 |
|
|
2023
Q3 | $276K | Buy |
703
+25
| +4% | +$9.82K | 0.26% | 87 |
|
|
2023
Q2 | $276K | Sell |
678
-41
| -6% | -$16.7K | 0.25% | 88 |
|
|
2023
Q1 | $270K | Sell |
719
-30
| -4% | -$11.3K | 0.29% | 86 |
|
|
2022
Q4 | $263K | Buy |
+749
| New | +$263K | 0.32% | 83 |
|