Wealthcare 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 | $614K | Sell |
1,081
-34
| -3% | -$19.3K | 0.06% | 45 |
|
|
2025
Q1 | $573K | Sell |
1,115
-4
| -0.4% | -$2.06K | 0.06% | 51 |
|
|
2024
Q4 | $603K | Sell |
1,119
-63
| -5% | -$33.9K | 0.06% | 51 |
|
|
2024
Q3 | $624K | Sell |
1,182
-75
| -6% | -$39.6K | 0.06% | 50 |
|
|
2024
Q2 | $629K | Sell |
1,257
-112
| -8% | -$56K | 0.07% | 48 |
|
|
2024
Q1 | $658K | Sell |
1,369
-76
| -5% | -$36.5K | 0.07% | 45 |
|
|
2023
Q4 | $631K | Sell |
1,445
-528
| -27% | -$231K | 0.07% | 47 |
|
|
2023
Q3 | $775K | Buy |
1,973
+338
| +21% | +$133K | 0.09% | 40 |
|
|
2023
Q2 | $666K | Buy |
1,635
+70
| +4% | +$28.5K | 0.08% | 38 |
|
|
2023
Q1 | $589K | Buy |
1,565
+374
| +31% | +$141K | 0.07% | 41 |
|
|
2022
Q4 | $418K | Sell |
1,191
-58
| -5% | -$20.4K | 0.05% | 51 |
|
|
2022
Q3 | $410K | Buy |
1,249
+43
| +4% | +$14.1K | 0.05% | 46 |
|
|
2022
Q2 | $418K | Hold |
1,206
| – | – | 0.05% | 50 |
|
|
2022
Q1 | $501K | Sell |
1,206
-80
| -6% | -$33.2K | 0.05% | 49 |
|
|
2021
Q4 | $561K | Sell |
1,286
-79
| -6% | -$34.5K | 0.05% | 52 |
|
|
2021
Q3 | $538K | Sell |
1,365
-50
| -4% | -$19.7K | 0.05% | 46 |
|
|
2021
Q2 | $557K | Hold |
1,415
| – | – | 0.05% | 43 |
|
|
2021
Q1 | $515K | Hold |
1,415
| – | – | 0.05% | 38 |
|
|
2020
Q4 | $486K | Hold |
1,415
| – | – | 0.05% | 41 |
|
|
2020
Q3 | $435K | Sell |
1,415
-99
| -7% | -$30.4K | 0.05% | 42 |
|
|
2020
Q2 | $429K | Sell |
1,514
-521
| -26% | -$148K | 0.05% | 40 |
|
|
2020
Q1 | $482K | Buy |
+2,035
| New | +$482K | 0.06% | 33 |
|
|
2019
Q2 | – | Sell |
-120
| Closed | -$31K | – | 192 |
|
|
2019
Q1 | $31K | Buy |
+120
| New | +$31K | ﹤0.01% | 114 |
|
|
2017
Q4 | – | Sell |
-18
| Closed | -$4K | – | 237 |
|
|
2017
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 153 |
|
|
2017
Q2 | $4K | Hold |
18
| – | – | ﹤0.01% | 147 |
|
|
2017
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 149 |
|
|
2016
Q4 | $4K | Sell |
18
-142
| -89% | -$31.6K | ﹤0.01% | 149 |
|
|
2016
Q3 | $32K | Hold |
160
| – | – | ﹤0.01% | 92 |
|
|
2016
Q2 | $31K | Buy |
160
+18
| +13% | +$3.49K | ﹤0.01% | 89 |
|
|
2016
Q1 | $27K | Hold |
142
| – | – | ﹤0.01% | 101 |
|
|
2015
Q4 | $27K | Buy |
+142
| New | +$27K | ﹤0.01% | 107 |
|