Wellington Shields & Co’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 | $568 | Hold |
1
| – | – | ﹤0.01% | 315 |
|
|
2025
Q1 | $514 | Hold |
1
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $539 | Hold |
1
| – | – | ﹤0.01% | 295 |
|
|
2024
Q3 | $528 | Hold |
1
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $500 | Hold |
1
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $481 | Hold |
1
| – | – | ﹤0.01% | 304 |
|
|
2023
Q4 | $437 | Hold |
1
| – | – | ﹤0.01% | 293 |
|
|
2023
Q3 | $393 | Hold |
1
| – | – | ﹤0.01% | 288 |
|
|
2023
Q2 | $407 | Sell |
1
-145
| -99% | -$59K | ﹤0.01% | 291 |
|
|
2023
Q1 | $54.9K | Hold |
146
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $51.3K | Hold |
146
| – | – | 0.01% | 263 |
|
|
2022
Q3 | $48K | Hold |
146
| – | – | 0.02% | 249 |
|
|
2022
Q2 | $51K | Buy |
+146
| New | +$51K | 0.01% | 253 |
|