Wade Financial Advisory’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
Q1 | $973K | Buy |
1,894
+211
| +13% | +$108K | 0.33% | 39 |
|
|
2024
Q4 | $907K | Hold |
1,683
| – | – | 0.31% | 42 |
|
|
2024
Q3 | $888K | Sell |
1,683
-9
| -0.5% | -$4.75K | 0.3% | 42 |
|
|
2024
Q2 | $846K | Sell |
1,692
-1
| -0.1% | -$500 | 0.3% | 40 |
|
|
2024
Q1 | $814K | Hold |
1,693
| – | – | 0.3% | 41 |
|
|
2023
Q4 | $740K | Hold |
1,693
| – | – | 0.28% | 42 |
|
|
2023
Q3 | $665K | Hold |
1,693
| – | – | 0.28% | 41 |
|
|
2023
Q2 | $690K | Hold |
1,693
| – | – | 0.27% | 42 |
|
|
2023
Q1 | $637K | Hold |
1,693
| – | – | 0.27% | 41 |
|
|
2022
Q4 | $595K | Buy |
1,693
+205
| +14% | +$72K | 0.27% | 45 |
|
|
2022
Q3 | $489K | Buy |
+1,488
| New | +$489K | 0.24% | 52 |
|