Wayfinding Financial’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
$547K Sell
943
-963
-51% -$559K 0.24% 69
2025
Q1
$979K Sell
1,906
-298
-14% -$153K 0.43% 42
2024
Q4
$1.19M Buy
+2,204
New +$1.19M 0.63% 32
2024
Q3
Sell
-2,009
Closed -$1.01M 123
2024
Q2
$1.01M Sell
2,009
-30
-1% -$15.1K 0.57% 38
2024
Q1
$969K Buy
2,039
+5
+0.2% +$2.38K 0.57% 38
2023
Q4
$888K Sell
2,034
-30
-1% -$13.1K 0.6% 37
2023
Q3
$813K Sell
2,064
-4
-0.2% -$1.58K 0.61% 33
2023
Q2
$868K Buy
2,068
+802
+63% +$337K 0.6% 33
2023
Q1
$476K Sell
1,266
-508
-29% -$191K 0.36% 54
2022
Q4
$703K Buy
1,774
+383
+28% +$152K 0.56% 34
2022
Q3
$458K Sell
1,391
-222
-14% -$73.1K 0.43% 39
2022
Q2
$561K Sell
1,613
-20
-1% -$6.96K 0.49% 35
2022
Q1
$617K Sell
1,633
-141
-8% -$53.3K 0.52% 35
2021
Q4
$703K Buy
+1,774
New +$703K 0.56% 34