Trajan Wealth’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 | $206M | Sell |
363,119
-95
| -0% | -$54K | 10.09% | 1 |
|
|
2025
Q1 | $187M | Buy |
363,214
+5,368
| +2% | +$2.76M | 10.19% | 1 |
|
|
2024
Q4 | $193M | Sell |
357,846
-14,827
| -4% | -$7.99M | 10.68% | 1 |
|
|
2024
Q3 | $197M | Sell |
372,673
-13,911
| -4% | -$7.34M | 11.6% | 1 |
|
|
2024
Q2 | $193M | Sell |
386,584
-7,774
| -2% | -$3.89M | 12.41% | 1 |
|
|
2024
Q1 | $190M | Buy |
+394,358
| New | +$190M | 12.83% | 1 |
|