SteelPeak 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 | $3.51M | Buy |
6,167
+543
| +10% | +$309K | 0.14% | 121 |
|
|
2025
Q1 | $2.89M | Sell |
5,624
-12,208
| -68% | -$6.27M | 0.12% | 130 |
|
|
2024
Q4 | $9.61M | Buy |
17,832
+12,820
| +256% | +$6.91M | 0.39% | 55 |
|
|
2024
Q3 | $2.65M | Sell |
5,012
-10,266
| -67% | -$5.43M | 0.12% | 132 |
|
|
2024
Q2 | $7.67M | Buy |
15,278
+3,956
| +35% | +$1.99M | 0.36% | 62 |
|
|
2024
Q1 | $5.44M | Sell |
11,322
-3,814
| -25% | -$1.83M | 0.27% | 72 |
|
|
2023
Q4 | $6.61M | Buy |
15,136
+10,188
| +206% | +$4.45M | 0.38% | 72 |
|
|
2023
Q3 | $1.95M | Sell |
4,948
-26,193
| -84% | -$10.3M | 0.12% | 127 |
|
|
2023
Q2 | $12.7M | Buy |
31,141
+25,860
| +490% | +$10.6M | 0.75% | 36 |
|
|
2023
Q1 | $1.99M | Sell |
5,281
-5,555
| -51% | -$2.09M | 0.13% | 109 |
|
|
2022
Q4 | $3.81M | Sell |
10,836
-36,023
| -77% | -$12.7M | 0.28% | 77 |
|
|
2022
Q3 | $15.5M | Buy |
46,859
+36,947
| +373% | +$12.2M | 1.15% | 16 |
|
|
2022
Q2 | $3.45M | Sell |
9,912
-21,771
| -69% | -$7.58M | 0.25% | 77 |
|
|
2022
Q1 | $13.2M | Buy |
31,683
+3,935
| +14% | +$1.63M | 0.74% | 27 |
|
|
2021
Q4 | $12.1M | Buy |
27,748
+26,112
| +1,596% | +$11.4M | 0.69% | 30 |
|
|
2021
Q3 | $645K | Buy |
1,636
+732
| +81% | +$289K | 0.04% | 214 |
|
|
2021
Q2 | $356K | Sell |
904
-2,447
| -73% | -$964K | 0.02% | 304 |
|
|
2021
Q1 | $1.22M | Sell |
3,351
-5,789
| -63% | -$2.11M | 0.1% | 132 |
|
|
2020
Q4 | $3.14M | Buy |
+9,140
| New | +$3.14M | 0.29% | 76 |
|
|
2020
Q1 | – | Sell |
-11,252
| Closed | -$3.33M | – | 281 |
|
|
2019
Q4 | $3.33M | Buy |
+11,252
| New | +$3.33M | 0.46% | 57 |
|