Wheelhouse Advisory Group’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 | $21.6M | Buy |
37,938
+1,909
| +5% | +$1.08M | 10.62% | 2 |
|
|
2025
Q1 | $18.5M | Buy |
36,029
+828
| +2% | +$426K | 10.57% | 1 |
|
|
2024
Q4 | $19M | Buy |
35,201
+1,144
| +3% | +$616K | 11.26% | 1 |
|
|
2024
Q3 | $18M | Buy |
34,057
+977
| +3% | +$516K | 11.57% | 1 |
|
|
2024
Q2 | $16.7M | Buy |
33,080
+1,132
| +4% | +$571K | 11.75% | 1 |
|
|
2024
Q1 | $15.4M | Buy |
31,948
+1,684
| +6% | +$810K | 11.79% | 1 |
|
|
2023
Q4 | $13.2M | Buy |
+30,264
| New | +$13.2M | 11.54% | 1 |
|