Tyler-Stone 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 | $2.2M | Buy |
3,869
+12
| +0.3% | +$6.82K | 0.35% | 55 |
|
|
2025
Q1 | $1.98M | Sell |
3,857
-40
| -1% | -$20.6K | 0.36% | 60 |
|
|
2024
Q4 | $2.1M | Buy |
3,897
+113
| +3% | +$60.9K | 0.37% | 52 |
|
|
2024
Q3 | $2M | Buy |
3,784
+1,892
| +100% | +$998K | 0.38% | 54 |
|
|
2024
Q2 | $946K | Sell |
1,892
-186
| -9% | -$93K | 0.39% | 47 |
|
|
2024
Q1 | $999K | Sell |
2,078
-434
| -17% | -$209K | 0.44% | 43 |
|
|
2023
Q4 | $1.1M | Sell |
2,512
-1,545
| -38% | -$675K | 0.55% | 39 |
|
|
2023
Q3 | $1.59M | Sell |
4,057
-28
| -0.7% | -$11K | 0.91% | 28 |
|
|
2023
Q2 | $1.66M | Buy |
+4,085
| New | +$1.66M | 0.94% | 25 |
|
|
2022
Q4 | $1.4M | Buy |
3,987
+22
| +0.6% | +$7.73K | 0.95% | 24 |
|
|
2022
Q3 | $1.3M | Buy |
3,965
+101
| +3% | +$33.2K | 0.99% | 21 |
|
|
2022
Q2 | $1.34M | Buy |
3,864
+17
| +0.4% | +$5.9K | 0.89% | 27 |
|
|
2022
Q1 | $1.6M | Buy |
3,847
+190
| +5% | +$78.9K | 0.88% | 27 |
|
|
2021
Q4 | $1.6M | Buy |
+3,657
| New | +$1.6M | 0.84% | 28 |
|