Von Berge 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 | $2.1M | Buy |
3,625
+116
| +3% | +$67K | 1.18% | 20 |
|
|
2025
Q1 | $1.76M | Buy |
3,509
+41
| +1% | +$20.6K | 1.14% | 20 |
|
|
2024
Q4 | $1.93M | Buy |
3,468
+66
| +2% | +$36.7K | 1.17% | 20 |
|
|
2024
Q3 | $1.85M | Sell |
3,402
-610
| -15% | -$331K | 1.14% | 19 |
|
|
2024
Q2 | $2.01M | Buy |
4,012
+39
| +1% | +$19.5K | 1.28% | 20 |
|
|
2024
Q1 | $1.91M | Buy |
3,973
+535
| +16% | +$257K | 1.23% | 20 |
|
|
2023
Q4 | $1.51M | Sell |
3,438
-253
| -7% | -$111K | 1.16% | 22 |
|
|
2023
Q3 | $1.45M | Sell |
3,691
-60
| -2% | -$23.6K | 1.24% | 21 |
|
|
2023
Q2 | $1.53M | Buy |
3,751
+52
| +1% | +$21.2K | 1.27% | 22 |
|
|
2023
Q1 | $1.4M | Sell |
3,699
-76
| -2% | -$28.7K | 1.25% | 21 |
|
|
2022
Q4 | $1.41M | Buy |
3,775
+197
| +6% | +$73.4K | 1.27% | 21 |
|
|
2022
Q3 | $1.18M | Buy |
3,578
+710
| +25% | +$235K | 1.26% | 22 |
|
|
2022
Q2 | $999K | Buy |
2,868
+136
| +5% | +$47.4K | 1.04% | 23 |
|
|
2022
Q1 | $1.1M | Buy |
2,732
+270
| +11% | +$109K | 1% | 23 |
|
|
2021
Q4 | $1.02M | Buy |
+2,462
| New | +$1.02M | 0.94% | 26 |
|