Triton 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 | $1.03M | Buy |
+1,768
| New | +$1.03M | 0.44% | 34 |
|
|
2024
Q4 | $870K | Buy |
1,600
+155
| +11% | +$84.3K | 0.45% | 29 |
|
|
2024
Q3 | $756K | Sell |
1,445
-14
| -1% | -$7.33K | 0.43% | 28 |
|
|
2024
Q2 | $742K | Sell |
1,459
-3
| -0.2% | -$1.53K | 0.43% | 28 |
|
|
2024
Q1 | $678K | Buy |
1,462
+323
| +28% | +$150K | 0.47% | 28 |
|
|
2023
Q4 | $490K | Sell |
1,139
-27
| -2% | -$11.6K | 0.32% | 34 |
|
|
2023
Q3 | $466K | Sell |
1,166
-63
| -5% | -$25.2K | 0.31% | 34 |
|
|
2023
Q2 | $509K | Buy |
1,229
+3
| +0.2% | +$1.24K | 0.29% | 37 |
|
|
2023
Q1 | $486K | Sell |
1,226
-956
| -44% | -$379K | 0.3% | 35 |
|
|
2022
Q4 | $794K | Sell |
2,182
-1,055
| -33% | -$384K | 0.48% | 23 |
|
|
2022
Q3 | $1.12M | Sell |
3,237
-25
| -0.8% | -$8.66K | 0.67% | 21 |
|
|
2022
Q2 | $1.23M | Sell |
3,262
-2,903
| -47% | -$1.09M | 0.86% | 20 |
|
|
2022
Q1 | $2.55M | Hold |
6,165
| – | – | 1.32% | 12 |
|
|
2021
Q4 | $2.55M | Sell |
6,165
-306
| -5% | -$127K | 1.32% | 12 |
|
|
2021
Q3 | $2.66M | Sell |
6,471
-17
| -0.3% | -$6.99K | 1.27% | 13 |
|
|
2021
Q2 | $2.66M | Buy |
6,488
+4,730
| +269% | +$1.94M | 1.52% | 12 |
|
|
2021
Q1 | $657K | Buy |
1,758
+141
| +9% | +$52.7K | 0.45% | 39 |
|
|
2020
Q4 | $552K | Buy |
1,617
+6
| +0.4% | +$2.05K | 0.35% | 39 |
|
|
2020
Q3 | $501K | Sell |
1,611
-4
| -0.2% | -$1.24K | 0.42% | 37 |
|
|
2020
Q2 | $480K | Sell |
1,615
-1
| -0.1% | -$297 | 0.5% | 37 |
|
|
2020
Q1 | $428K | Buy |
+1,616
| New | +$428K | 0.69% | 30 |
|