WealthBridge Capital Management’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 | $986K | Sell |
1,736
-40
| -2% | -$22.7K | 0.25% | 76 |
|
|
2025
Q1 | $913K | Buy |
1,776
+70
| +4% | +$36K | 0.26% | 76 |
|
|
2024
Q4 | $919K | Buy |
1,706
+3
| +0.2% | +$1.62K | 0.26% | 74 |
|
|
2024
Q3 | $898K | Buy |
1,703
+77
| +5% | +$40.6K | 0.26% | 71 |
|
|
2024
Q2 | $813K | Buy |
1,626
+302
| +23% | +$151K | 0.27% | 68 |
|
|
2024
Q1 | $636K | Sell |
1,324
-84
| -6% | -$40.4K | 0.21% | 83 |
|
|
2023
Q4 | $615K | Sell |
1,408
-743
| -35% | -$324K | 0.23% | 81 |
|
|
2023
Q3 | $845K | Buy |
2,151
+1,344
| +167% | +$528K | 0.35% | 61 |
|
|
2023
Q2 | $329K | Buy |
+807
| New | +$329K | 0.13% | 124 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$276K | – | 178 |
|
|
2021
Q3 | $276K | Sell |
700
-56
| -7% | -$22.1K | 0.1% | 134 |
|
|
2021
Q2 | $298K | Buy |
756
+57
| +8% | +$22.5K | 0.11% | 129 |
|
|
2021
Q1 | $255K | Sell |
699
-151
| -18% | -$55.1K | 0.1% | 130 |
|
|
2020
Q4 | $292K | Buy |
850
+114
| +15% | +$39.2K | 0.13% | 111 |
|
|
2020
Q3 | $226K | Buy |
+736
| New | +$226K | 0.12% | 115 |
|
|
2019
Q4 | – | Sell |
-804
| Closed | -$219K | – | 129 |
|
|
2019
Q3 | $219K | Buy |
+804
| New | +$219K | 0.16% | 104 |
|
|
2019
Q2 | – | Sell |
-405
| Closed | -$107K | – | 856 |
|
|
2019
Q1 | $107K | Buy |
405
+50
| +14% | +$13.2K | 0.07% | 180 |
|
|
2018
Q4 | $82K | Buy |
+355
| New | +$82K | 0.06% | 188 |
|