Smallwood Wealth Investment 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
Q1 | $1.14M | Hold |
2,209
| – | – | 0.71% | 26 |
|
|
2024
Q4 | $1.19M | Hold |
2,209
| – | – | 0.81% | 25 |
|
|
2024
Q3 | $1.17M | Buy |
2,209
+6
| +0.3% | +$3.17K | 0.83% | 24 |
|
|
2024
Q2 | $1.1M | Hold |
2,203
| – | – | 0.85% | 23 |
|
|
2024
Q1 | $1.06M | Hold |
2,203
| – | – | 0.82% | 24 |
|
|
2023
Q4 | $962K | Buy |
2,203
+65
| +3% | +$28.4K | 0.8% | 24 |
|
|
2023
Q3 | $840K | Sell |
2,138
-496
| -19% | -$195K | 0.76% | 27 |
|
|
2023
Q2 | $1.07M | Buy |
2,634
+299
| +13% | +$122K | 0.96% | 23 |
|
|
2023
Q1 | $878K | Hold |
2,335
| – | – | 0.83% | 25 |
|
|
2022
Q4 | $820K | Sell |
2,335
-130
| -5% | -$45.7K | 0.69% | 29 |
|
|
2022
Q3 | $809K | Buy |
2,465
+87
| +4% | +$28.6K | 0.73% | 30 |
|
|
2022
Q2 | $825K | Hold |
2,378
| – | – | 0.84% | 22 |
|
|
2022
Q1 | $987K | Hold |
2,378
| – | – | 0.93% | 19 |
|
|
2021
Q4 | $1.04M | Buy |
+2,378
| New | +$1.04M | 0.97% | 20 |
|