Vermillion & White Wealth Management 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 | $302K | Buy |
532
+23
| +5% | +$13.1K | 0.2% | 47 |
|
2025
Q1 | $261K | Buy |
509
+1
| +0.2% | +$514 | 0.19% | 48 |
|
2024
Q4 | $274K | Buy |
508
+2
| +0.4% | +$1.08K | 0.2% | 54 |
|
2024
Q3 | $267K | Sell |
506
-164
| -24% | -$86.6K | 0.2% | 54 |
|
2024
Q2 | $335K | Buy |
670
+103
| +18% | +$51.5K | 0.25% | 51 |
|
2024
Q1 | $273K | Buy |
567
+1
| +0.2% | +$481 | 0.22% | 52 |
|
2023
Q4 | $247K | Buy |
+566
| New | +$247K | 0.24% | 43 |
|