Thrive 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 | $9.15M | Sell |
16,108
-19
| -0.1% | -$10.8K | 1.48% | 10 |
|
|
2025
Q1 | $8.29M | Sell |
16,127
-1,211
| -7% | -$622K | 1.58% | 7 |
|
|
2024
Q4 | $9.34M | Sell |
17,338
-2
| -0% | -$1.08K | 1.68% | 8 |
|
|
2024
Q3 | $9.15M | Sell |
17,340
-104
| -0.6% | -$54.9K | 1.68% | 8 |
|
|
2024
Q2 | $8.72M | Sell |
17,444
-45
| -0.3% | -$22.5K | 1.71% | 8 |
|
|
2024
Q1 | $8.41M | Sell |
17,489
-480
| -3% | -$231K | 1.74% | 7 |
|
|
2023
Q4 | $7.85M | Sell |
17,969
-588
| -3% | -$257K | 1.75% | 10 |
|
|
2023
Q3 | $7.29M | Sell |
18,557
-115
| -0.6% | -$45.2K | 1.94% | 7 |
|
|
2023
Q2 | $7.6M | Sell |
18,672
-1,114
| -6% | -$454K | 1.97% | 7 |
|
|
2023
Q1 | $7.44M | Buy |
19,786
+5,284
| +36% | +$1.99M | 1.91% | 9 |
|
|
2022
Q4 | $5.1M | Buy |
14,502
+6,337
| +78% | +$2.23M | 1.46% | 13 |
|
|
2022
Q3 | $2.68M | Buy |
8,165
+1,566
| +24% | +$514K | 0.94% | 15 |
|
|
2022
Q2 | $2.29M | Sell |
6,599
-425
| -6% | -$147K | 0.8% | 21 |
|
|
2022
Q1 | $2.92M | Buy |
7,024
+61
| +0.9% | +$25.3K | 0.86% | 19 |
|
|
2021
Q4 | $3.04M | Buy |
+6,963
| New | +$3.04M | 1.04% | 10 |
|