WealthPLAN 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 | $1.05M | Sell |
1,856
-444
| -19% | -$252K | 0.17% | 119 |
|
|
2025
Q1 | $1.18M | Buy |
2,300
+550
| +31% | +$283K | 0.17% | 119 |
|
|
2024
Q4 | $943K | Buy |
1,750
+344
| +24% | +$185K | 0.13% | 126 |
|
|
2024
Q3 | $742K | Sell |
1,406
-338
| -19% | -$178K | 0.1% | 142 |
|
|
2024
Q2 | $872K | Buy |
1,744
+147
| +9% | +$73.5K | 0.09% | 151 |
|
|
2024
Q1 | $768K | Hold |
1,597
| – | – | 0.08% | 166 |
|
|
2023
Q4 | $698K | Buy |
1,597
+19
| +1% | +$8.3K | 0.07% | 181 |
|
|
2023
Q3 | $620K | Buy |
1,578
+1,153
| +271% | +$453K | 0.07% | 179 |
|
|
2023
Q2 | $173K | Sell |
425
-921
| -68% | -$375K | 0.02% | 313 |
|
|
2023
Q1 | $506K | Sell |
1,346
-164
| -11% | -$61.7K | 0.06% | 194 |
|
|
2022
Q4 | $573K | Buy |
+1,510
| New | +$573K | 0.04% | 239 |
|
|
2022
Q1 | $823K | Buy |
2,173
+183
| +9% | +$69.3K | 0.06% | 192 |
|
|
2021
Q4 | $823K | Buy |
1,990
+1,287
| +183% | +$532K | 0.05% | 191 |
|
|
2021
Q3 | $303K | Buy |
703
+56
| +9% | +$24.1K | 0.02% | 309 |
|
|
2021
Q2 | $264K | Buy |
+647
| New | +$264K | 0.02% | 308 |
|
|
2017
Q2 | – | Sell |
-60
| Closed | -$12.9K | – | 420 |
|
|
2017
Q1 | $12.9K | Buy |
+60
| New | +$12.9K | 0.04% | 233 |
|
|
2016
Q3 | $65.5K | Buy |
332
+61
| +23% | +$12K | 0.02% | 293 |
|
|
2016
Q2 | $52.2K | Buy |
+271
| New | +$52.2K | 0.01% | 903 |
|
|
2015
Q4 | $29.7K | Buy |
+159
| New | +$29.7K | ﹤0.01% | 768 |
|