Values Added Financial’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 | $2.89M | Buy |
5,081
+250
| +5% | +$142K | 1.4% | 22 |
|
|
2025
Q1 | $2.48M | Buy |
4,831
+63
| +1% | +$32.4K | 1.38% | 22 |
|
|
2024
Q4 | $2.57M | Hold |
4,768
| – | – | 1.49% | 20 |
|
|
2024
Q3 | $2.52M | Sell |
4,768
-108
| -2% | -$57K | 1.59% | 19 |
|
|
2024
Q2 | $2.44M | Buy |
4,876
+9
| +0.2% | +$4.5K | 1.76% | 18 |
|
|
2024
Q1 | $2.34M | Sell |
4,867
-8
| -0.2% | -$3.85K | 1.82% | 17 |
|
|
2023
Q4 | $2.13M | Sell |
4,875
-98
| -2% | -$42.8K | 1.74% | 18 |
|
|
2023
Q3 | $1.95M | Hold |
4,973
| – | – | 1.78% | 16 |
|
|
2023
Q2 | $2.03M | Buy |
+4,973
| New | +$2.03M | 1.9% | 15 |
|