Trueblood 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 | $2.07M | Buy |
3,639
+752
| +26% | +$427K | 0.86% | 21 |
|
|
2025
Q1 | $1.48M | Buy |
2,887
+551
| +24% | +$283K | 0.69% | 39 |
|
|
2024
Q4 | $1.26M | Buy |
2,336
+629
| +37% | +$339K | 0.62% | 46 |
|
|
2024
Q3 | $901K | Buy |
1,707
+649
| +61% | +$342K | 0.45% | 74 |
|
|
2024
Q2 | $529K | Sell |
1,058
-117
| -10% | -$58.5K | 0.3% | 105 |
|
|
2024
Q1 | $565K | Sell |
1,175
-42
| -3% | -$20.2K | 0.32% | 100 |
|
|
2023
Q4 | $532K | Buy |
+1,217
| New | +$532K | 0.33% | 97 |
|