Warren Street Wealth Advisors’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 | $88.7M | Buy |
156,068
+10,458
| +7% | +$5.94M | 29.21% | 1 |
|
|
2025
Q1 | $74.8M | Buy |
145,610
+6,239
| +4% | +$3.21M | 29.05% | 1 |
|
|
2024
Q4 | $75.1M | Sell |
139,371
-6
| -0% | -$3.23K | 30.75% | 1 |
|
|
2024
Q3 | $73.5M | Buy |
139,377
+4,590
| +3% | +$2.42M | 30.37% | 1 |
|
|
2024
Q2 | $67.4M | Buy |
134,787
+1,938
| +1% | +$969K | 33.48% | 1 |
|
|
2024
Q1 | $63.9M | Buy |
132,849
+4,209
| +3% | +$2.02M | 31.61% | 1 |
|
|
2023
Q4 | $56.2M | Buy |
128,640
+2,205
| +2% | +$963K | 31.88% | 1 |
|
|
2023
Q3 | $49.7M | Sell |
126,435
-1,442
| -1% | -$566K | 32.83% | 1 |
|
|
2023
Q2 | $52.1M | Buy |
127,877
+1,507
| +1% | +$614K | 34.35% | 1 |
|
|
2023
Q1 | $47.5M | Buy |
126,370
+10,486
| +9% | +$3.94M | 33.85% | 1 |
|
|
2022
Q4 | $40.7M | Buy |
115,884
+45,534
| +65% | +$16M | 32.7% | 1 |
|
|
2022
Q3 | $23.1M | Buy |
70,350
+3,888
| +6% | +$1.28M | 23.26% | 1 |
|
|
2022
Q2 | $23.1M | Buy |
66,462
+2,779
| +4% | +$964K | 22.27% | 1 |
|
|
2022
Q1 | $26.4M | Buy |
+63,683
| New | +$26.4M | 23.08% | 1 |
|