Total Clarity 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 | $940K | Sell |
1,655
-1,387
| -46% | -$788K | 0.27% | 97 |
|
|
2025
Q1 | $1.64M | Hold |
3,042
| – | – | 0.54% | 47 |
|
|
2024
Q4 | $1.64M | Sell |
3,042
-73
| -2% | -$39.3K | 0.53% | 47 |
|
|
2024
Q3 | $1.64M | Buy |
3,115
+67
| +2% | +$35.4K | 0.53% | 54 |
|
|
2024
Q2 | $1.52M | Buy |
3,048
+166
| +6% | +$83K | 0.53% | 52 |
|
|
2024
Q1 | $1.39M | Buy |
2,882
+411
| +17% | +$198K | 0.48% | 53 |
|
|
2023
Q4 | $1.08M | Buy |
2,471
+825
| +50% | +$360K | 0.44% | 68 |
|
|
2023
Q3 | $646K | Buy |
1,646
+603
| +58% | +$237K | 0.31% | 90 |
|
|
2023
Q2 | $425K | Sell |
1,043
-32
| -3% | -$13K | 0.21% | 123 |
|
|
2023
Q1 | $404K | Sell |
1,075
-31
| -3% | -$11.7K | 0.22% | 105 |
|
|
2022
Q4 | $389K | Buy |
1,106
+330
| +43% | +$116K | 0.2% | 129 |
|
|
2022
Q3 | $255K | Sell |
776
-712
| -48% | -$234K | 0.16% | 171 |
|
|
2022
Q2 | $516K | Buy |
1,488
+85
| +6% | +$29.5K | 0.27% | 89 |
|
|
2022
Q1 | $583K | Buy |
1,403
+1,363
| +3,408% | +$566K | 0.32% | 84 |
|
|
2021
Q4 | $17K | Buy |
+40
| New | +$17K | 0.01% | 598 |
|
|
2020
Q1 | – | Sell |
-65
| Closed | -$19K | – | 611 |
|
|
2019
Q4 | $19K | Buy |
+65
| New | +$19K | 0.01% | 408 |
|