Wealth Effects’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 | $1.98M | Buy |
3,484
+139
| +4% | +$79K | 0.74% | 28 |
|
|
2025
Q1 | $1.72M | Buy |
3,345
+92
| +3% | +$47.3K | 0.72% | 27 |
|
|
2024
Q4 | $1.75M | Sell |
3,253
-62
| -2% | -$33.4K | 0.62% | 30 |
|
|
2024
Q3 | $1.75M | Buy |
3,315
+18
| +0.5% | +$9.5K | 0.61% | 37 |
|
|
2024
Q2 | $1.65M | Buy |
3,297
+20
| +0.6% | +$10K | 0.6% | 35 |
|
|
2024
Q1 | $1.58M | Sell |
3,277
-31
| -0.9% | -$14.9K | 0.58% | 37 |
|
|
2023
Q4 | $1.45M | Buy |
3,308
+24
| +0.7% | +$10.5K | 0.54% | 41 |
|
|
2023
Q3 | $1.29M | Buy |
3,284
+124
| +4% | +$48.7K | 0.64% | 34 |
|
|
2023
Q2 | $1.29M | Buy |
3,160
+303
| +11% | +$123K | 0.57% | 41 |
|
|
2023
Q1 | $1.07M | Buy |
2,857
+59
| +2% | +$22.2K | 0.55% | 45 |
|
|
2022
Q4 | $983K | Buy |
2,798
+303
| +12% | +$106K | 0.56% | 41 |
|
|
2022
Q3 | $819K | Buy |
2,495
+64
| +3% | +$21K | 0.5% | 48 |
|
|
2022
Q2 | $843K | Buy |
2,431
+200
| +9% | +$69.4K | 0.51% | 50 |
|
|
2022
Q1 | $926K | Buy |
2,231
+321
| +17% | +$133K | 0.43% | 54 |
|
|
2021
Q4 | $834K | Buy |
+1,910
| New | +$834K | 0.35% | 62 |
|