Winch Advisory Services’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 | $314K | Buy |
554
+542
| +4,517% | +$308K | 0.08% | 82 |
|
|
2025
Q1 | $6.17K | Sell |
12
-276
| -96% | -$142K | ﹤0.01% | 324 |
|
|
2024
Q4 | $155K | Buy |
288
+59
| +26% | +$31.7K | 0.04% | 98 |
|
|
2024
Q3 | $121K | Buy |
229
+217
| +1,808% | +$115K | 0.03% | 107 |
|
|
2024
Q2 | $6K | Buy |
+12
| New | +$6K | ﹤0.01% | 304 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$31K | – | 484 |
|
|
2022
Q1 | $31K | Buy |
75
+1
| +1% | +$413 | 0.01% | 169 |
|
|
2021
Q4 | $32K | Hold |
74
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $29K | Hold |
74
| – | – | 0.01% | 176 |
|
|
2021
Q2 | $29K | Hold |
74
| – | – | 0.01% | 167 |
|
|
2021
Q1 | $27K | Buy |
74
+1
| +1% | +$365 | 0.01% | 161 |
|
|
2020
Q4 | $25K | Buy |
+73
| New | +$25K | 0.01% | 142 |
|
|
2020
Q3 | – | Sell |
-105
| Closed | -$30K | – | 415 |
|
|
2020
Q2 | $30K | Hold |
105
| – | – | 0.01% | 117 |
|
|
2020
Q1 | $25K | Buy |
+105
| New | +$25K | 0.01% | 119 |
|
|
2018
Q1 | – | Sell |
-33
| Closed | -$8K | – | 330 |
|
|
2017
Q4 | $8K | Hold |
33
| – | – | ﹤0.01% | 192 |
|
|
2017
Q3 | $8K | Buy |
+33
| New | +$8K | 0.01% | 182 |
|