Spectrum Planning & Advisory Services’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 | $662K | Buy |
1,165
+161
| +16% | +$91.5K | 0.43% | 44 |
|
|
2025
Q1 | $516K | Sell |
1,004
-500
| -33% | -$257K | 0.43% | 41 |
|
|
2024
Q4 | $811K | Sell |
1,504
-260
| -15% | -$140K | 0.7% | 25 |
|
|
2024
Q3 | $931K | Buy |
1,764
+205
| +13% | +$108K | 0.89% | 20 |
|
|
2024
Q2 | $786K | Buy |
+1,559
| New | +$786K | 0.76% | 25 |
|
|
2023
Q4 | $520K | Hold |
1,190
| – | – | 0.74% | 27 |
|
|
2023
Q3 | $467K | Hold |
1,190
| – | – | 0.74% | 26 |
|
|
2023
Q2 | $486K | Buy |
1,190
+308
| +35% | +$126K | 0.73% | 23 |
|
|
2023
Q1 | $332K | Buy |
+882
| New | +$332K | 0.54% | 25 |
|