Waterford 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 | $261K | Buy |
722
+115
| +19% | +$41.5K | 0.1% | 47 |
|
|
2025
Q1 | $312K | Hold |
607
| – | – | 0.13% | 39 |
|
|
2024
Q4 | $327K | Buy |
607
+15
| +3% | +$8.08K | 0.17% | 34 |
|
|
2024
Q3 | $312K | Sell |
592
-4
| -0.7% | -$2.11K | 0.16% | 43 |
|
|
2024
Q2 | $298K | Buy |
596
+5
| +0.8% | +$2.5K | 0.13% | 43 |
|
|
2024
Q1 | $284K | Sell |
591
-520
| -47% | -$250K | 0.12% | 48 |
|
|
2023
Q4 | $485K | Sell |
1,111
-140
| -11% | -$61.2K | 0.23% | 30 |
|
|
2023
Q3 | $491K | Sell |
1,251
-150
| -11% | -$58.9K | 0.27% | 29 |
|
|
2023
Q2 | $571K | Sell |
1,401
-8
| -0.6% | -$3.26K | 0.27% | 32 |
|
|
2023
Q1 | $530K | Sell |
1,409
-1,001
| -42% | -$377K | 0.29% | 31 |
|
|
2022
Q4 | $847K | Buy |
+2,410
| New | +$847K | 0.49% | 24 |
|