Vise Technologies’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 | $9.92M | Buy |
+17,458
| New | +$9.92M | 0.41% | 42 |
|
|
2024
Q4 | $3.16M | Buy |
5,862
+220
| +4% | +$119K | 0.26% | 74 |
|
|
2024
Q3 | $2.98M | Buy |
5,642
+45
| +0.8% | +$23.7K | 0.38% | 59 |
|
|
2024
Q2 | $2.8M | Buy |
5,597
+4,097
| +273% | +$2.05M | 0.49% | 44 |
|
|
2024
Q1 | $721K | Buy |
+1,500
| New | +$721K | 0.14% | 152 |
|
|
2022
Q3 | – | Sell |
-5,683
| Closed | -$1.97M | – | 340 |
|
|
2022
Q2 | $1.97M | Sell |
5,683
-2,857
| -33% | -$991K | 0.77% | 26 |
|
|
2022
Q1 | $3.55M | Sell |
8,540
-2,516
| -23% | -$1.04M | 1.33% | 16 |
|
|
2021
Q4 | $4.83M | Buy |
+11,056
| New | +$4.83M | 1.31% | 23 |
|