Smith Salley 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 | $1.61M | Buy |
2,834
+193
| +7% | +$110K | 0.09% | 125 |
|
|
2025
Q1 | $1.36M | Buy |
2,641
+994
| +60% | +$511K | 0.09% | 123 |
|
|
2024
Q4 | $888K | Sell |
1,647
-42
| -2% | -$22.6K | 0.06% | 148 |
|
|
2024
Q3 | $891K | Buy |
1,689
+438
| +35% | +$231K | 0.06% | 148 |
|
|
2024
Q2 | $626K | Buy |
1,251
+82
| +7% | +$41K | 0.04% | 157 |
|
|
2024
Q1 | $562K | Buy |
1,169
+237
| +25% | +$114K | 0.04% | 158 |
|
|
2023
Q4 | $407K | Hold |
932
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $366K | Buy |
+932
| New | +$366K | 0.03% | 189 |
|
|
2022
Q2 | – | Sell |
-1,247
| Closed | -$518K | – | 247 |
|
|
2022
Q1 | $518K | Buy |
1,247
+14
| +1% | +$5.82K | 0.04% | 177 |
|
|
2021
Q4 | $538K | Hold |
1,233
| – | – | 0.04% | 182 |
|
|
2021
Q3 | $486K | Buy |
1,233
+160
| +15% | +$63.1K | 0.04% | 187 |
|
|
2021
Q2 | $423K | Hold |
1,073
| – | – | 0.03% | 192 |
|
|
2021
Q1 | $391K | Buy |
+1,073
| New | +$391K | 0.04% | 189 |
|