Vawter 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 | – | Sell |
-732
| Closed | -$376K | – | 98 |
|
|
2025
Q1 | $376K | Hold |
732
| – | – | 0.21% | 68 |
|
|
2024
Q4 | $394K | Buy |
732
+50
| +7% | +$26.9K | 0.24% | 63 |
|
|
2024
Q3 | $360K | Buy |
682
+1
| +0.1% | +$527 | 0.22% | 66 |
|
|
2024
Q2 | $341K | Hold |
681
| – | – | 0.23% | 62 |
|
|
2024
Q1 | $328K | Buy |
681
+48
| +8% | +$23.1K | 0.24% | 57 |
|
|
2023
Q4 | $277K | Buy |
+633
| New | +$277K | 0.22% | 60 |
|