SW
SkyOak Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
4,621
+23
| +0.5% | +$13.1K | 0.53% | 53 |
|
|
2025
Q1 | $2.36M | Sell |
4,598
-12
| -0.3% | -$6.17K | 0.52% | 52 |
|
|
2024
Q4 | $2.48M | Buy |
4,610
+54
| +1% | +$29.1K | 0.53% | 52 |
|
|
2024
Q3 | $2.4M | Buy |
4,556
+106
| +2% | +$55.9K | 0.53% | 53 |
|
|
2024
Q2 | $2.23M | Buy |
4,450
+134
| +3% | +$67K | 0.52% | 50 |
|
|
2024
Q1 | $2.07M | Buy |
4,316
+109
| +3% | +$52.4K | 0.5% | 52 |
|
|
2023
Q4 | $1.84M | Sell |
4,207
-308
| -7% | -$135K | 0.48% | 54 |
|
|
2023
Q3 | $1.77M | Sell |
4,515
-77
| -2% | -$30.2K | 0.52% | 51 |
|
|
2023
Q2 | $1.87M | Sell |
4,592
-347
| -7% | -$141K | 0.53% | 49 |
|
|
2023
Q1 | $1.86M | Sell |
4,939
-63
| -1% | -$23.7K | 0.57% | 47 |
|
|
2022
Q4 | $1.76M | Sell |
5,002
-1,563
| -24% | -$549K | 0.59% | 47 |
|
|
2022
Q3 | $2.16M | Buy |
6,565
+227
| +4% | +$74.5K | 0.77% | 37 |
|
|
2022
Q2 | $2.2M | Sell |
6,338
-1,237
| -16% | -$429K | 0.75% | 39 |
|
|
2022
Q1 | $3.15M | Sell |
7,575
-294
| -4% | -$122K | 0.87% | 35 |
|
|
2021
Q4 | $3.44M | Buy |
+7,869
| New | +$3.44M | 0.87% | 33 |
|
|
2021
Q2 | – | Sell |
-522
| Closed | -$200K | – | 246 |
|
|
2021
Q1 | $200K | Sell |
522
-6,337
| -92% | -$2.43M | 0.06% | 222 |
|
|
2020
Q4 | $2.36M | Sell |
6,859
-11
| -0.2% | -$3.78K | 0.73% | 44 |
|
|
2020
Q3 | $2.11M | Buy |
+6,870
| New | +$2.11M | 0.76% | 39 |
|
|
2020
Q1 | – | Sell |
-2,096
| Closed | -$620K | – | 305 |
|
|
2019
Q4 | $620K | Buy |
+2,096
| New | +$620K | 0.19% | 123 |
|