Wallace Capital Management’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 | $949K | Buy |
1,671
+25
| +2% | +$14.2K | 0.13% | 39 |
|
|
2025
Q1 | $846K | Sell |
1,646
-1
| -0.1% | -$514 | 0.11% | 42 |
|
|
2024
Q4 | $888K | Sell |
1,647
-160
| -9% | -$86.2K | 0.12% | 42 |
|
|
2024
Q3 | $954K | Buy |
1,807
+107
| +6% | +$56.5K | 0.13% | 43 |
|
|
2024
Q2 | $850K | Sell |
1,700
-184
| -10% | -$92K | 0.12% | 44 |
|
|
2024
Q1 | $906K | Hold |
1,884
| – | – | 0.12% | 44 |
|
|
2023
Q4 | $823K | Buy |
+1,884
| New | +$823K | 0.12% | 43 |
|