Strategic Family Wealth Counselors’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 | $3.14M | Sell |
5,536
-513
| -8% | -$291K | 0.9% | 34 |
|
|
2025
Q1 | $3.11M | Buy |
6,049
+813
| +16% | +$418K | 1.01% | 33 |
|
|
2024
Q4 | $2.82M | Buy |
5,236
+590
| +13% | +$318K | 0.92% | 34 |
|
|
2024
Q3 | $2.45M | Buy |
4,646
+915
| +25% | +$483K | 0.86% | 33 |
|
|
2024
Q2 | $1.87M | Buy |
3,731
+1,133
| +44% | +$567K | 0.71% | 37 |
|
|
2024
Q1 | $1.25M | Buy |
2,598
+1,031
| +66% | +$496K | 0.49% | 46 |
|
|
2023
Q4 | $684K | Buy |
1,567
+526
| +51% | +$230K | 0.29% | 55 |
|
|
2023
Q3 | $409K | Buy |
1,041
+41
| +4% | +$16.1K | 0.2% | 68 |
|
|
2023
Q2 | $407K | Hold |
1,000
| – | – | 0.19% | 63 |
|
|
2023
Q1 | $376K | Hold |
1,000
| – | – | 0.18% | 65 |
|
|
2022
Q4 | $351K | Hold |
1,000
| – | – | 0.17% | 69 |
|
|
2022
Q3 | $328K | Hold |
1,000
| – | – | 0.16% | 64 |
|
|
2022
Q2 | $347K | Hold |
1,000
| – | – | 0.17% | 61 |
|
|
2022
Q1 | $415K | Hold |
1,000
| – | – | 0.17% | 65 |
|
|
2021
Q4 | $437K | Sell |
1,000
-100
| -9% | -$43.7K | 0.14% | 66 |
|
|
2021
Q3 | $434K | Buy |
+1,100
| New | +$434K | 0.15% | 56 |
|