Willner & Heller’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 | $368K | Sell |
648
-40
| -6% | -$22.7K | 0.31% | 101 |
|
|
2025
Q1 | $354K | Buy |
688
+26
| +4% | +$13.4K | 0.33% | 105 |
|
|
2024
Q4 | $357K | Buy |
662
+113
| +21% | +$60.9K | 0.31% | 103 |
|
|
2024
Q3 | $289K | Buy |
549
+139
| +34% | +$73.3K | 0.26% | 121 |
|
|
2024
Q2 | $205K | Buy |
+410
| New | +$205K | 0.2% | 143 |
|