Strategic Equity 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 | $273K | Buy |
+481
| New | +$273K | 0.1% | 62 |
|
|
2025
Q1 | – | Sell |
-407
| Closed | -$219K | – | 63 |
|
|
2024
Q4 | $219K | Hold |
407
| – | – | 0.09% | 51 |
|
|
2024
Q3 | $215K | Buy |
+407
| New | +$215K | 0.1% | 52 |
|
|
2023
Q4 | – | Sell |
-620
| Closed | -$243K | – | 41 |
|
|
2023
Q3 | $243K | Buy |
+620
| New | +$243K | 0.09% | 36 |
|