SMART 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 | $4.4M | Sell |
7,750
-1,859
| -19% | -$1.06M | 1.38% | 25 |
|
|
2025
Q1 | $4.94M | Sell |
9,609
-6,684
| -41% | -$3.44M | 1.77% | 13 |
|
|
2024
Q4 | $8.78M | Buy |
16,293
+6,996
| +75% | +$3.77M | 3.12% | 5 |
|
|
2024
Q3 | $4.91M | Sell |
9,297
-2,496
| -21% | -$1.32M | 1.92% | 16 |
|
|
2024
Q2 | $5.9M | Sell |
11,793
-414
| -3% | -$207K | 2.39% | 12 |
|
|
2024
Q1 | $5.87M | Buy |
12,207
+9,698
| +387% | +$4.66M | 2.64% | 13 |
|
|
2023
Q4 | $1.1M | Buy |
2,509
+1,563
| +165% | +$683K | 0.6% | 34 |
|
|
2023
Q3 | $371K | Buy |
946
+5
| +0.5% | +$1.96K | 0.28% | 52 |
|
|
2023
Q2 | $383K | Sell |
941
-42
| -4% | -$17.1K | 0.29% | 57 |
|
|
2023
Q1 | $370K | Sell |
983
-232
| -19% | -$87.2K | 0.33% | 53 |
|
|
2022
Q4 | $427K | Buy |
+1,215
| New | +$427K | 0.32% | 55 |
|