Sequent Planning’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 | $919K | Buy |
1,617
+15
| +0.9% | +$8.52K | 0.29% | 57 |
|
|
2025
Q1 | $823K | Buy |
1,602
+45
| +3% | +$23.1K | 0.3% | 56 |
|
|
2024
Q4 | $839K | Buy |
1,557
+142
| +10% | +$76.5K | 0.31% | 56 |
|
|
2024
Q3 | $747K | Sell |
1,415
-357
| -20% | -$188K | 0.26% | 73 |
|
|
2024
Q2 | $888K | Sell |
1,772
-147
| -8% | -$73.7K | 0.3% | 53 |
|
|
2024
Q1 | $922K | Buy |
+1,919
| New | +$922K | 0.33% | 54 |
|