Transform 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
Q1 | $22.9M | Sell |
44,559
-4,169
| -9% | -$2.14M | 1.39% | 13 |
|
|
2024
Q4 | $26.3M | Buy |
48,728
+46,445
| +2,034% | +$25M | 1.46% | 12 |
|
|
2024
Q3 | $1.21M | Sell |
2,283
-116
| -5% | -$61.3K | 0.08% | 115 |
|
|
2024
Q2 | $1.2M | Buy |
2,399
+669
| +39% | +$336K | 0.09% | 115 |
|
|
2024
Q1 | $832K | Buy |
1,730
+37
| +2% | +$17.8K | 0.08% | 128 |
|
|
2023
Q4 | $740K | Buy |
1,693
+184
| +12% | +$80.4K | 0.07% | 143 |
|
|
2023
Q3 | $595K | Buy |
1,509
+13
| +0.9% | +$5.13K | 0.06% | 156 |
|
|
2023
Q2 | $612K | Sell |
1,496
-68
| -4% | -$27.8K | 0.06% | 163 |
|
|
2023
Q1 | $588K | Buy |
1,564
+67
| +4% | +$25.2K | 0.06% | 162 |
|
|
2022
Q4 | $526K | Sell |
1,497
-63
| -4% | -$22.1K | 0.06% | 144 |
|
|
2022
Q3 | $514K | Sell |
1,560
-46
| -3% | -$15.2K | 0.07% | 119 |
|
|
2022
Q2 | $559K | Sell |
1,606
-27,574
| -94% | -$9.6M | 0.08% | 120 |
|
|
2022
Q1 | $12.1M | Sell |
29,180
-1,939
| -6% | -$805K | 1.36% | 18 |
|
|
2021
Q4 | $13.6M | Sell |
31,119
-5,058
| -14% | -$2.21M | 1.42% | 18 |
|
|
2021
Q3 | $14.3M | Buy |
36,177
+31,094
| +612% | +$12.3M | 1.64% | 11 |
|
|
2021
Q2 | $2M | Sell |
5,083
-25
| -0.5% | -$9.84K | 0.24% | 92 |
|
|
2021
Q1 | $1.86M | Buy |
5,108
+34
| +0.7% | +$12.4K | 0.37% | 79 |
|
|
2020
Q4 | $1.74M | Buy |
5,074
+44
| +0.9% | +$15.1K | 0.36% | 79 |
|
|
2020
Q3 | $1.55M | Sell |
5,030
-1,115
| -18% | -$343K | 0.25% | 84 |
|
|
2020
Q2 | $1.74M | Sell |
6,145
-6,643
| -52% | -$1.88M | 0.3% | 81 |
|
|
2020
Q1 | $3.03M | Sell |
12,788
-99,428
| -89% | -$23.6M | 0.65% | 55 |
|
|
2019
Q4 | $33.2M | Sell |
112,216
-6,483
| -5% | -$1.92M | 5.26% | 1 |
|
|
2019
Q3 | $32.4M | Buy |
118,699
+64,406
| +119% | +$17.6M | 5.74% | 1 |
|
|
2019
Q2 | $14.6M | Buy |
+54,293
| New | +$14.6M | 2.15% | 7 |
|