Spectrum Wealth Counsel’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 | $100K | Sell |
195
-50
| -20% | -$25.7K | 0.01% | 150 |
|
2024
Q4 | $132K | Hold |
245
| – | – | 0.02% | 133 |
|
2024
Q3 | $129K | Hold |
245
| – | – | 0.02% | 135 |
|
2024
Q2 | $123K | Sell |
245
-45
| -16% | -$22.5K | 0.02% | 144 |
|
2024
Q1 | $139K | Hold |
290
| – | – | 0.02% | 145 |
|
2023
Q4 | $127K | Buy |
+290
| New | +$127K | 0.02% | 152 |
|