TrueWealth Financial Partners’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 | $28.2M | Buy |
49,611
+12,171
| +33% | +$6.91M | 15.54% | 1 |
|
|
2025
Q1 | $19.2M | Buy |
37,440
+7,616
| +26% | +$3.91M | 11.62% | 1 |
|
|
2024
Q4 | $16.1M | Sell |
29,824
-38
| -0.1% | -$20.5K | 9.97% | 2 |
|
|
2024
Q3 | $15.8M | Sell |
29,862
-3,369
| -10% | -$1.78M | 9.49% | 4 |
|
|
2024
Q2 | $16.6M | Buy |
33,231
+1,690
| +5% | +$845K | 10.73% | 1 |
|
|
2024
Q1 | $15.2M | Sell |
31,541
-20
| -0.1% | -$9.61K | 10.64% | 3 |
|
|
2023
Q4 | $13.8M | Buy |
31,561
+73
| +0.2% | +$31.9K | 10.47% | 2 |
|
|
2023
Q3 | $12.4M | Buy |
31,488
+951
| +3% | +$373K | 10.17% | 3 |
|
|
2023
Q2 | $12.4M | Buy |
30,537
+131
| +0.4% | +$53.4K | 10.29% | 3 |
|
|
2023
Q1 | $11.4M | Buy |
30,406
+2,978
| +11% | +$1.12M | 9.86% | 5 |
|
|
2022
Q4 | $9.64M | Buy |
27,428
+999
| +4% | +$351K | 9.34% | 7 |
|
|
2022
Q3 | $8.68M | Buy |
26,429
+870
| +3% | +$286K | 9.42% | 6 |
|
|
2022
Q2 | $8.87M | Buy |
25,559
+1,619
| +7% | +$562K | 9.3% | 7 |
|
|
2022
Q1 | $9.94M | Buy |
23,940
+621
| +3% | +$258K | 9.56% | 6 |
|
|
2021
Q4 | $10.2M | Buy |
+23,319
| New | +$10.2M | 9.95% | 6 |
|