Strait & Sound 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 | $524K | Sell |
923
-43
| -4% | -$24.4K | 0.22% | 86 |
|
|
2025
Q1 | $497K | Buy |
966
+34
| +4% | +$17.5K | 0.23% | 81 |
|
|
2024
Q4 | $502K | Sell |
932
-55
| -6% | -$29.6K | 0.23% | 77 |
|
|
2024
Q3 | $521K | Sell |
987
-38
| -4% | -$20K | 0.25% | 74 |
|
|
2024
Q2 | $513K | Buy |
1,025
+30
| +3% | +$15K | 0.26% | 65 |
|
|
2024
Q1 | $474K | Sell |
995
-50
| -5% | -$23.8K | 0.26% | 60 |
|
|
2023
Q4 | $458K | Buy |
1,045
+278
| +36% | +$122K | 0.29% | 63 |
|
|
2023
Q3 | $301K | Buy |
767
+172
| +29% | +$67.5K | 0.26% | 87 |
|
|
2023
Q2 | $242K | Sell |
595
-659
| -53% | -$268K | 0.24% | 93 |
|
|
2023
Q1 | $471K | Sell |
1,254
-3
| -0.2% | -$1.13K | 0.47% | 50 |
|
|
2022
Q4 | $460K | Buy |
+1,257
| New | +$460K | 0.5% | 50 |
|