Stone Summit 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 | $581K | Hold |
1,023
| – | – | 0.18% | 90 |
|
|
2025
Q1 | $526K | Hold |
1,023
| – | – | 0.18% | 93 |
|
|
2024
Q4 | $551K | Hold |
1,023
| – | – | 0.19% | 92 |
|
|
2024
Q3 | $540K | Hold |
1,023
| – | – | 0.17% | 96 |
|
|
2024
Q2 | $512K | Sell |
1,023
-35
| -3% | -$17.5K | 0.18% | 92 |
|
|
2024
Q1 | $509K | Sell |
1,058
-455
| -30% | -$219K | 0.18% | 95 |
|
|
2023
Q4 | $661K | Sell |
1,513
-24
| -2% | -$10.5K | 0.25% | 85 |
|
|
2023
Q3 | $604K | Buy |
1,537
+754
| +96% | +$296K | 0.26% | 88 |
|
|
2023
Q2 | $319K | Buy |
783
+210
| +37% | +$85.5K | 0.13% | 114 |
|
|
2023
Q1 | $215K | Buy |
+573
| New | +$215K | 0.1% | 130 |
|