Wells Financial Advisors’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 | $227K | Hold |
400
| – | – | 0.31% | 37 |
|
|
2025
Q1 | $206K | Hold |
400
| – | – | 0.28% | 37 |
|
|
2024
Q4 | $216K | Hold |
400
| – | – | 0.29% | 38 |
|
|
2024
Q3 | $212K | Hold |
400
| – | – | 0.29% | 38 |
|
|
2024
Q2 | $200K | Hold |
400
| – | – | 0.13% | 51 |
|
|
2024
Q1 | $192K | Hold |
400
| – | – | 0.13% | 42 |
|
|
2023
Q4 | $175K | Hold |
400
| – | – | 0.13% | 42 |
|
|
2023
Q3 | $157K | Hold |
400
| – | – | 0.12% | 42 |
|
|
2023
Q2 | $163K | Hold |
400
| – | – | 0.12% | 42 |
|
|
2023
Q1 | $150K | Hold |
400
| – | – | 0.12% | 44 |
|
|
2022
Q4 | $141K | Hold |
400
| – | – | 0.12% | 44 |
|
|
2022
Q3 | $131K | Hold |
400
| – | – | 0.13% | 45 |
|
|
2022
Q2 | $139K | Hold |
400
| – | – | 0.13% | 38 |
|
|
2022
Q1 | $166K | Hold |
400
| – | – | 0.14% | 39 |
|
|
2021
Q4 | $175K | Hold |
400
| – | – | 0.14% | 39 |
|
|
2021
Q3 | $158K | Hold |
400
| – | – | 0.13% | 40 |
|
|
2021
Q2 | $157K | Hold |
400
| – | – | 0.13% | 40 |
|
|
2021
Q1 | $146K | Hold |
400
| – | – | 0.13% | 41 |
|
|
2020
Q4 | $137K | Buy |
+400
| New | +$137K | 0.12% | 40 |
|