Taylor & Morgan 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 | $358K | Sell |
630
-2
| -0.3% | -$1.14K | 0.24% | 50 |
|
|
2025
Q1 | $325K | Sell |
632
-23
| -4% | -$11.8K | 0.24% | 48 |
|
|
2024
Q4 | $353K | Buy |
655
+52
| +9% | +$28K | 0.25% | 49 |
|
|
2024
Q3 | $318K | Sell |
603
-37
| -6% | -$19.5K | 0.21% | 51 |
|
|
2024
Q2 | $320K | Sell |
640
-75
| -10% | -$37.5K | 0.23% | 49 |
|
|
2024
Q1 | $344K | Buy |
715
+157
| +28% | +$75.5K | 0.25% | 48 |
|
|
2023
Q4 | $244K | Buy |
+558
| New | +$244K | 0.19% | 54 |
|