Wealthquest’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 | $1.37M | Sell |
2,416
-50
| -2% | -$28.4K | 0.11% | 37 |
|
|
2025
Q1 | $1.27M | Sell |
2,466
-165
| -6% | -$84.8K | 0.11% | 40 |
|
|
2024
Q4 | $1.42M | Sell |
2,631
-143
| -5% | -$77.1K | 0.12% | 38 |
|
|
2024
Q3 | $1.45M | Sell |
2,774
-81
| -3% | -$42.3K | 0.13% | 39 |
|
|
2024
Q2 | $1.43M | Sell |
2,855
-416
| -13% | -$208K | 0.15% | 38 |
|
|
2024
Q1 | $1.57M | Buy |
3,271
+283
| +9% | +$136K | 0.17% | 37 |
|
|
2023
Q4 | $1.31M | Sell |
2,988
-204
| -6% | -$89.1K | 0.14% | 44 |
|
|
2023
Q3 | $1.25M | Sell |
3,192
-86
| -3% | -$33.8K | 0.15% | 45 |
|
|
2023
Q2 | $1.34M | Sell |
3,278
-109
| -3% | -$44.4K | 0.16% | 45 |
|
|
2023
Q1 | $1.27M | Sell |
3,387
-148
| -4% | -$55.7K | 0.17% | 43 |
|
|
2022
Q4 | $1.24M | Sell |
3,535
-8
| -0.2% | -$2.81K | 0.16% | 45 |
|
|
2022
Q3 | $1.16M | Sell |
3,543
-229
| -6% | -$75.2K | 0.16% | 47 |
|
|
2022
Q2 | $1.31M | Sell |
3,772
-730
| -16% | -$253K | 0.2% | 45 |
|
|
2022
Q1 | $1.97M | Hold |
4,502
| – | – | 0.3% | 35 |
|
|
2021
Q4 | $1.97M | Sell |
4,502
-2,114
| -32% | -$923K | 0.3% | 35 |
|
|
2021
Q3 | $2.61M | Sell |
6,616
-1,360
| -17% | -$536K | 0.44% | 27 |
|
|
2021
Q2 | $3.14M | Sell |
7,976
-1,134
| -12% | -$446K | 0.54% | 26 |
|
|
2021
Q1 | $3.32M | Sell |
9,110
-2,680
| -23% | -$976K | 0.62% | 22 |
|
|
2020
Q4 | $4.05M | Sell |
11,790
-3,358
| -22% | -$1.15M | 0.87% | 16 |
|
|
2020
Q3 | $4.66M | Buy |
15,148
+3,029
| +25% | +$932K | 1.15% | 17 |
|
|
2020
Q2 | $3.43M | Buy |
+12,119
| New | +$3.43M | 0.87% | 18 |
|
|
2019
Q4 | $1.13M | Buy |
+3,817
| New | +$1.13M | 0.32% | 54 |
|