Wiser Wealth Management’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 | $132M | Buy |
232,397
+11,645
| +5% | +$6.61M | 33.06% | 1 |
|
|
2025
Q1 | $113M | Buy |
220,752
+219
| +0.1% | +$113K | 31.83% | 1 |
|
|
2024
Q4 | $119M | Buy |
220,533
+649
| +0.3% | +$350K | 33.35% | 1 |
|
|
2024
Q3 | $116M | Sell |
219,884
-2,054
| -0.9% | -$1.08M | 33.26% | 1 |
|
|
2024
Q2 | $111M | Buy |
221,938
+4,710
| +2% | +$2.36M | 34.37% | 1 |
|
|
2024
Q1 | $104M | Buy |
217,228
+8,735
| +4% | +$4.2M | 34.26% | 1 |
|
|
2023
Q4 | $89.5M | Buy |
208,493
+37,123
| +22% | +$15.9M | 32.63% | 1 |
|
|
2023
Q3 | $67.3M | Buy |
171,370
+4,913
| +3% | +$1.93M | 27.36% | 1 |
|
|
2023
Q2 | $67.8M | Buy |
166,457
+3,179
| +2% | +$1.29M | 27.22% | 1 |
|
|
2023
Q1 | $61.4M | Buy |
163,278
+6,619
| +4% | +$2.49M | 26.23% | 1 |
|
|
2022
Q4 | $55M | Buy |
156,659
+9,268
| +6% | +$3.26M | 25.43% | 1 |
|
|
2022
Q3 | $48.4M | Buy |
147,391
+8,291
| +6% | +$2.72M | 25.29% | 1 |
|
|
2022
Q2 | $48.3M | Buy |
+139,100
| New | +$48.3M | 25% | 1 |
|