Successful Portfolios’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 | $363K | Buy |
638
+35
| +6% | +$19.9K | 0.22% | 93 |
|
|
2025
Q1 | $310K | Hold |
603
| – | – | 0.21% | 104 |
|
|
2024
Q4 | $325K | Buy |
603
+9
| +2% | +$4.85K | 0.22% | 97 |
|
|
2024
Q3 | $313K | Buy |
594
+2
| +0.3% | +$1.06K | 0.21% | 100 |
|
|
2024
Q2 | $296K | Buy |
592
+3
| +0.5% | +$1.5K | 0.21% | 100 |
|
|
2024
Q1 | $283K | Hold |
589
| – | – | 0.19% | 110 |
|
|
2023
Q4 | $257K | Buy |
589
+70
| +13% | +$30.6K | 0.19% | 123 |
|
|
2023
Q3 | $204K | Sell |
519
-3
| -0.6% | -$1.18K | 0.18% | 132 |
|
|
2023
Q2 | $213K | Buy |
+522
| New | +$213K | 0.18% | 136 |
|
|
2022
Q2 | – | Sell |
-523
| Closed | -$217K | – | 212 |
|
|
2022
Q1 | $217K | Sell |
523
-5
| -0.9% | -$2.08K | 0.12% | 185 |
|
|
2021
Q4 | $231K | Sell |
528
-7
| -1% | -$3.06K | 0.13% | 185 |
|
|
2021
Q3 | $211K | Hold |
535
| – | – | 0.13% | 189 |
|
|
2021
Q2 | $211K | Buy |
+535
| New | +$211K | 0.13% | 188 |
|