The Wealth Group’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 | $24.6M | Sell |
43,234
-4,456
| -9% | -$2.53M | 6.25% | 5 |
|
|
2025
Q1 | $24.5M | Buy |
47,690
+2,851
| +6% | +$1.47M | 7.18% | 4 |
|
|
2024
Q4 | $24.2M | Sell |
44,839
-306
| -0.7% | -$165K | 6.98% | 4 |
|
|
2024
Q3 | $23.8M | Buy |
45,145
+2
| +0% | +$1.06K | 6.93% | 4 |
|
|
2024
Q2 | $22.6M | Sell |
45,143
-628
| -1% | -$314K | 6.82% | 4 |
|
|
2024
Q1 | $21.9M | Buy |
45,771
+840
| +2% | +$402K | 6.75% | 5 |
|
|
2023
Q4 | $20.4M | Buy |
+44,931
| New | +$20.4M | 6.74% | 5 |
|