Shakespeare 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 | $709K | Buy |
1,247
+157
| +14% | +$89.2K | 0.19% | 50 |
|
|
2025
Q1 | $560K | Sell |
1,090
-5
| -0.5% | -$2.57K | 0.15% | 56 |
|
|
2024
Q4 | $590K | Buy |
1,095
+4
| +0.4% | +$2.16K | 0.16% | 50 |
|
|
2024
Q3 | $576K | Buy |
1,091
+346
| +46% | +$183K | 0.15% | 59 |
|
|
2024
Q2 | $373K | Buy |
745
+18
| +2% | +$9.01K | 0.11% | 67 |
|
|
2024
Q1 | $349K | Buy |
727
+18
| +3% | +$8.65K | 0.1% | 66 |
|
|
2023
Q4 | $310K | Buy |
+709
| New | +$310K | 0.1% | 67 |
|