Simplicity Wealth’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 | $68.7M | Buy |
120,921
+27,385
| +29% | +$15.6M | 2.86% | 3 |
|
|
2025
Q1 | $48.1M | Buy |
93,536
+13,160
| +16% | +$6.76M | 3.74% | 2 |
|
|
2024
Q4 | $43.3M | Sell |
80,376
-895
| -1% | -$482K | 9.03% | 1 |
|
|
2024
Q3 | $42.9M | Sell |
81,271
-29,715
| -27% | -$15.7M | 3.97% | 3 |
|
|
2024
Q2 | $55.5M | Sell |
110,986
-24,839
| -18% | -$12.4M | 1.25% | 14 |
|
|
2024
Q1 | $65.3M | Buy |
135,825
+128,746
| +1,819% | +$61.9M | 1.56% | 10 |
|
|
2023
Q4 | $3.09M | Buy |
7,079
+2,467
| +53% | +$1.08M | 1.2% | 20 |
|
|
2023
Q3 | $1.81M | Buy |
4,612
+537
| +13% | +$211K | 1.06% | 24 |
|
|
2023
Q2 | $1.66M | Buy |
4,075
+11
| +0.3% | +$4.48K | 1.03% | 21 |
|
|
2023
Q1 | $1.53M | Sell |
4,064
-2,274
| -36% | -$855K | 1.02% | 22 |
|
|
2022
Q4 | $2.23M | Buy |
6,338
+5,135
| +427% | +$1.8M | 1.97% | 16 |
|
|
2022
Q3 | $395K | Buy |
+1,203
| New | +$395K | 0.53% | 49 |
|