Wealth Management Associates’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 | $643K | Sell |
1,132
-222
| -16% | -$126K | 0.25% | 82 |
|
|
2025
Q1 | $696K | Buy |
1,354
+127
| +10% | +$65.3K | 0.3% | 66 |
|
|
2024
Q4 | $661K | Buy |
1,227
+39
| +3% | +$21K | 0.28% | 71 |
|
|
2024
Q3 | $627K | Sell |
1,188
-30
| -2% | -$15.8K | 0.28% | 73 |
|
|
2024
Q2 | $609K | Hold |
1,218
| – | – | 0.29% | 70 |
|
|
2024
Q1 | $609K | Buy |
+1,218
| New | +$609K | 0.29% | 70 |
|