Williams & Novak’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 | $930K | Hold |
1,638
| – | – | 0.79% | 38 |
|
|
2025
Q1 | $845K | Sell |
1,638
-82
| -5% | -$42.3K | 0.83% | 34 |
|
|
2024
Q4 | $927K | Buy |
1,720
+32
| +2% | +$17.2K | 0.89% | 30 |
|
|
2024
Q3 | $891K | Sell |
1,688
-150
| -8% | -$79.2K | 0.83% | 34 |
|
|
2024
Q2 | $919K | Sell |
1,838
-221
| -11% | -$111K | 0.86% | 33 |
|
|
2024
Q1 | $899K | Hold |
2,059
| – | – | 1.02% | 32 |
|
|
2023
Q4 | $899K | Buy |
+2,059
| New | +$899K | 1.02% | 32 |
|