Wetzel Investment 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 | $14.2M | Buy |
24,974
+319
| +1% | +$182K | 6.51% | 2 |
|
|
2025
Q1 | $12.7M | Buy |
24,655
+437
| +2% | +$225K | 6.39% | 3 |
|
|
2024
Q4 | $13M | Buy |
24,218
+379
| +2% | +$204K | 6.48% | 3 |
|
|
2024
Q3 | $12.6M | Buy |
23,839
+2,747
| +13% | +$1.45M | 6.34% | 3 |
|
|
2024
Q2 | $10.1M | Sell |
21,092
-75
| -0.4% | -$36.1K | 5.8% | 2 |
|
|
2024
Q1 | $9.71M | Buy |
21,167
+590
| +3% | +$271K | 5.72% | 2 |
|
|
2023
Q4 | $8.99M | Buy |
+20,577
| New | +$8.99M | 5.52% | 2 |
|