Wealth Alliance’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 | $908K | Buy |
1,598
+119
| +8% | +$67.6K | 0.1% | 181 |
|
|
2025
Q1 | $760K | Buy |
1,479
+35
| +2% | +$18K | 0.09% | 198 |
|
|
2024
Q4 | $778K | Sell |
1,444
-5
| -0.3% | -$2.7K | 0.09% | 197 |
|
|
2024
Q3 | $764K | Buy |
1,449
+9
| +0.6% | +$4.75K | 0.09% | 198 |
|
|
2024
Q2 | $720K | Buy |
1,440
+20
| +1% | +$10K | 0.09% | 192 |
|
|
2024
Q1 | $683K | Buy |
1,420
+260
| +22% | +$125K | 0.09% | 217 |
|
|
2023
Q4 | $507K | Buy |
1,160
+19
| +2% | +$8.3K | 0.07% | 256 |
|
|
2023
Q3 | $448K | Sell |
1,141
-120
| -10% | -$47.1K | 0.07% | 251 |
|
|
2023
Q2 | $513K | Buy |
1,261
+119
| +10% | +$48.4K | 0.08% | 244 |
|
|
2023
Q1 | $429K | Buy |
1,142
+44
| +4% | +$16.5K | 0.07% | 270 |
|
|
2022
Q4 | $386K | Buy |
1,098
+1
| +0.1% | +$352 | 0.07% | 281 |
|
|
2022
Q3 | $360K | Buy |
1,097
+34
| +3% | +$11.2K | 0.07% | 280 |
|
|
2022
Q2 | $369K | Buy |
+1,063
| New | +$369K | 0.07% | 268 |
|
|
2020
Q2 | – | Sell |
-889
| Closed | -$211K | – | 319 |
|
|
2020
Q1 | $211K | Buy |
+889
| New | +$211K | 0.11% | 215 |
|