Wealth Forward LLC’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 | $816K | Hold |
1,437
| – | – | 0.55% | 18 |
|
|
2025
Q1 | $738K | Hold |
1,437
| – | – | 0.53% | 18 |
|
|
2024
Q4 | $774K | Hold |
1,437
| – | – | 0.55% | 18 |
|
|
2024
Q3 | $758K | Hold |
1,437
| – | – | 0.53% | 18 |
|
|
2024
Q2 | $719K | Hold |
1,437
| – | – | 0.56% | 18 |
|
|
2024
Q1 | $691K | Hold |
1,437
| – | – | 0.54% | 18 |
|
|
2023
Q4 | $628K | Buy |
+1,437
| New | +$628K | 0.53% | 19 |
|