Smith & Howard 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 | $261K | Hold |
460
| – | – | 0.07% | 66 |
|
|
2025
Q1 | $236K | Hold |
460
| – | – | 0.06% | 69 |
|
|
2024
Q4 | $248K | Sell |
460
-17
| -4% | -$9.16K | 0.07% | 67 |
|
|
2024
Q3 | $252K | Hold |
477
| – | – | 0.07% | 70 |
|
|
2024
Q2 | $239K | Sell |
477
-6
| -1% | -$3K | 0.07% | 72 |
|
|
2024
Q1 | $232K | Sell |
483
-63
| -12% | -$30.3K | 0.07% | 72 |
|
|
2023
Q4 | $238K | Buy |
+546
| New | +$238K | 0.08% | 60 |
|