Wealthspan 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 | $263K | Buy |
+463
| New | +$263K | 0.11% | 98 |
|
|
2025
Q1 | – | Sell |
-383
| Closed | -$206K | – | 116 |
|
|
2024
Q4 | $206K | Buy |
+383
| New | +$206K | 0.1% | 104 |
|
|
2023
Q1 | – | Sell |
-912
| Closed | -$320K | – | 75 |
|
|
2022
Q4 | $320K | Hold |
912
| – | – | 0.29% | 58 |
|
|
2022
Q3 | $299K | Buy |
912
+218
| +31% | +$71.5K | 0.31% | 53 |
|
|
2022
Q2 | $241K | Buy |
694
+80
| +13% | +$27.8K | 0.25% | 62 |
|
|
2022
Q1 | $255K | Hold |
614
| – | – | 0.23% | 60 |
|
|
2021
Q4 | $268K | Buy |
+614
| New | +$268K | 0.24% | 60 |
|