Valued Retirements’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 | $4.42M | Buy |
7,773
+342
| +5% | +$194K | 4.98% | 4 |
|
|
2025
Q1 | $3.82M | Buy |
7,431
+723
| +11% | +$372K | 5.02% | 5 |
|
|
2024
Q4 | $3.61M | Buy |
6,708
+857
| +15% | +$462K | 4.87% | 6 |
|
|
2024
Q3 | $3.09M | Buy |
5,851
+511
| +10% | +$270K | 4.25% | 7 |
|
|
2024
Q2 | $2.67M | Buy |
5,340
+539
| +11% | +$270K | 4.05% | 8 |
|
|
2024
Q1 | $2.31M | Buy |
4,801
+3
| +0.1% | +$1.44K | 3.69% | 8 |
|
|
2023
Q4 | $2.1M | Buy |
+4,798
| New | +$2.1M | 3.63% | 9 |
|