WealthCare Investment Partners’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 | $5.73M | Sell |
9,955
-89
| -0.9% | -$51.2K | 2.06% | 12 |
|
|
2025
Q1 | $4.74M | Sell |
10,044
-303
| -3% | -$143K | 2.01% | 11 |
|
|
2024
Q4 | $5.56M | Sell |
10,347
-80
| -0.8% | -$43K | 2.43% | 8 |
|
|
2024
Q3 | $5.44M | Sell |
10,427
-464
| -4% | -$242K | 2.39% | 11 |
|
|
2024
Q2 | $5.45M | Buy |
10,891
+120
| +1% | +$60K | 2.53% | 9 |
|
|
2024
Q1 | $5.18M | Sell |
10,771
-390
| -3% | -$187K | 2.5% | 9 |
|
|
2023
Q4 | $4.87M | Buy |
11,161
+312
| +3% | +$136K | 2.66% | 7 |
|
|
2023
Q3 | $4.26M | Buy |
10,849
+176
| +2% | +$69.1K | 2.59% | 8 |
|
|
2023
Q2 | $4.35M | Buy |
10,673
+1,374
| +15% | +$559K | 2.61% | 8 |
|
|
2023
Q1 | $3.5M | Buy |
9,299
+1,632
| +21% | +$614K | 2.12% | 10 |
|
|
2022
Q4 | $2.69M | Buy |
7,667
+2,695
| +54% | +$947K | 1.84% | 14 |
|
|
2022
Q3 | $1.63M | Buy |
4,972
+1,455
| +41% | +$478K | 1.35% | 18 |
|
|
2022
Q2 | $1.22M | Buy |
3,517
+1,563
| +80% | +$542K | 1.04% | 29 |
|
|
2022
Q1 | $796K | Buy |
1,954
+1,268
| +185% | +$517K | 0.71% | 42 |
|
|
2021
Q4 | $300K | Buy |
+686
| New | +$300K | 0.29% | 77 |
|