VERITY Wealth Advisors’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 | $1.13M | Hold |
1,985
| – | – | 0.76% | 23 |
|
|
2025
Q1 | $1.02M | Hold |
1,985
| – | – | 0.76% | 28 |
|
|
2024
Q4 | $1.07M | Hold |
1,985
| – | – | 0.77% | 25 |
|
|
2024
Q3 | $1.05M | Hold |
1,985
| – | – | 0.74% | 30 |
|
|
2024
Q2 | $993K | Hold |
1,985
| – | – | 0.74% | 29 |
|
|
2024
Q1 | $954K | Buy |
1,985
+615
| +45% | +$296K | 0.73% | 29 |
|
|
2023
Q4 | $598K | Hold |
1,370
| – | – | 0.51% | 39 |
|
|
2023
Q3 | $538K | Hold |
1,370
| – | – | 0.51% | 37 |
|
|
2023
Q2 | $558K | Hold |
1,370
| – | – | 0.5% | 37 |
|
|
2023
Q1 | $515K | Hold |
1,370
| – | – | 0.48% | 42 |
|
|
2022
Q4 | $481K | Hold |
1,370
| – | – | 0.47% | 45 |
|
|
2022
Q3 | $450K | Hold |
1,370
| – | – | 0.46% | 45 |
|
|
2022
Q2 | $475K | Buy |
+1,370
| New | +$475K | 0.46% | 41 |
|