Sensible Money’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 | $1.11M | Sell |
1,952
-858
| -31% | -$487K | 0.42% | 21 |
|
|
2025
Q1 | $1.44M | Buy |
2,810
+207
| +8% | +$106K | 0.62% | 15 |
|
|
2024
Q4 | $1.4M | Sell |
2,603
-166
| -6% | -$89.4K | 0.61% | 15 |
|
|
2024
Q3 | $1.46M | Buy |
2,769
+390
| +16% | +$206K | 0.64% | 15 |
|
|
2024
Q2 | $1.19M | Sell |
2,379
-875
| -27% | -$438K | 0.58% | 17 |
|
|
2024
Q1 | $1.56M | Buy |
3,254
+50
| +2% | +$24K | 0.84% | 12 |
|
|
2023
Q4 | $1.4M | Buy |
3,204
+13
| +0.4% | +$5.68K | 0.84% | 12 |
|
|
2023
Q3 | $1.25M | Sell |
3,191
-13
| -0.4% | -$5.11K | 0.88% | 13 |
|
|
2023
Q2 | $1.3M | Hold |
3,204
| – | – | 0.95% | 12 |
|
|
2023
Q1 | $1.2M | Sell |
3,204
-25
| -0.8% | -$9.4K | 1.04% | 13 |
|
|
2022
Q4 | $1.13M | Buy |
+3,229
| New | +$1.13M | 1.21% | 14 |
|