Sterling Group 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 | $3.62M | Sell |
6,381
-28
| -0.4% | -$15.9K | 2.01% | 9 |
|
|
2025
Q1 | $3.29M | Sell |
6,409
-77
| -1% | -$39.6K | 1.77% | 12 |
|
|
2024
Q4 | $3.49M | Sell |
6,486
-328
| -5% | -$177K | 1.81% | 12 |
|
|
2024
Q3 | $3.6M | Sell |
6,814
-60
| -0.9% | -$31.7K | 1.91% | 12 |
|
|
2024
Q2 | $3.44M | Buy |
6,874
+4,560
| +197% | +$2.28M | 1.97% | 12 |
|
|
2024
Q1 | $1.11M | Sell |
2,314
-14,282
| -86% | -$6.87M | 68.3% | 1 |
|
|
2023
Q4 | $7.25M | Buy |
16,596
+414
| +3% | +$181K | 5.63% | 6 |
|
|
2023
Q3 | $6.35M | Buy |
16,182
+1,244
| +8% | +$489K | 6.01% | 4 |
|
|
2023
Q2 | $6.08M | Sell |
14,938
-201
| -1% | -$81.9K | 5.27% | 5 |
|
|
2023
Q1 | $5.69M | Buy |
15,139
+1,977
| +15% | +$744K | 5.37% | 6 |
|
|
2022
Q4 | $4.62M | Buy |
+13,162
| New | +$4.62M | 4.55% | 7 |
|