TrueWealth Advisors’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 | $428K | Hold |
753
| – | – | 0.13% | 140 |
|
|
2025
Q1 | $387K | Buy |
753
+1
| +0.1% | +$514 | 0.13% | 135 |
|
|
2024
Q4 | $405K | Hold |
752
| – | – | 0.14% | 140 |
|
|
2024
Q3 | $397K | Buy |
752
+1
| +0.1% | +$527 | 0.13% | 139 |
|
|
2024
Q2 | $376K | Hold |
751
| – | – | 0.14% | 119 |
|
|
2024
Q1 | $361K | Hold |
751
| – | – | 0.14% | 119 |
|
|
2023
Q4 | $328K | Buy |
+751
| New | +$328K | 0.13% | 130 |
|
|
2021
Q2 | – | Sell |
-635
| Closed | -$241K | – | 140 |
|
|
2021
Q1 | $241K | Buy |
+635
| New | +$241K | 0.16% | 105 |
|