Ullmann Wealth Partners Group’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 | $555K | Buy |
977
+24
| +3% | +$13.6K | 0.07% | 88 |
|
|
2025
Q1 | $490K | Buy |
953
+1
| +0.1% | +$514 | 0.07% | 91 |
|
|
2024
Q4 | $513K | Hold |
952
| – | – | 0.07% | 88 |
|
|
2024
Q3 | $502K | Buy |
+952
| New | +$502K | 0.07% | 88 |
|
|
2024
Q1 | – | Sell |
-503
| Closed | -$220K | – | 116 |
|
|
2023
Q4 | $220K | Buy |
+503
| New | +$220K | 0.04% | 99 |
|
|
2021
Q2 | – | Sell |
-1,146
| Closed | -$417K | – | 87 |
|
|
2021
Q1 | $417K | Buy |
+1,146
| New | +$417K | 0.19% | 51 |
|