Warther Private Wealth’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 | $1.17M | Buy |
2,064
+143
| +7% | +$81.2K | 0.31% | 21 |
|
|
2025
Q1 | $987K | Buy |
1,921
+632
| +49% | +$325K | 0.32% | 24 |
|
|
2024
Q4 | $695K | Buy |
1,289
+99
| +8% | +$53.3K | 0.23% | 32 |
|
|
2024
Q3 | $628K | Buy |
+1,190
| New | +$628K | 0.22% | 37 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$878K | – | 146 |
|
|
2021
Q4 | $878K | Hold |
2,000
| – | – | 0.65% | 41 |
|
|
2021
Q3 | $798K | Hold |
2,000
| – | – | 0.71% | 38 |
|
|
2021
Q2 | $791K | Buy |
+2,000
| New | +$791K | 0.77% | 36 |
|