Whelan Financial’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 | $705K | Buy |
1,241
+541
| +77% | +$307K | 0.25% | 34 |
|
|
2025
Q1 | $360K | Sell |
700
-98
| -12% | -$50.4K | 0.14% | 47 |
|
|
2024
Q4 | $430K | Buy |
798
+9
| +1% | +$4.85K | 0.17% | 33 |
|
|
2024
Q3 | $416K | Sell |
789
-41
| -5% | -$21.6K | 0.17% | 32 |
|
|
2024
Q2 | $415K | Sell |
830
-99
| -11% | -$49.5K | 0.19% | 31 |
|
|
2024
Q1 | $447K | Buy |
929
+60
| +7% | +$28.8K | 0.2% | 28 |
|
|
2023
Q4 | $380K | Buy |
869
+332
| +62% | +$145K | 0.18% | 28 |
|
|
2023
Q3 | $211K | Buy |
+537
| New | +$211K | 0.11% | 33 |
|