Wolff Wiese Magana’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 | $1.77M | Buy |
3,108
+382
| +14% | +$217K | 1.09% | 32 |
|
|
2025
Q1 | $1.4M | Buy |
2,726
+559
| +26% | +$287K | 0.95% | 37 |
|
|
2024
Q4 | $1.17M | Buy |
2,167
+523
| +32% | +$282K | 0.77% | 44 |
|
|
2024
Q3 | $867K | Buy |
1,644
+568
| +53% | +$300K | 0.59% | 50 |
|
|
2024
Q2 | $538K | Buy |
1,076
+367
| +52% | +$184K | 0.43% | 56 |
|
|
2024
Q1 | $341K | Buy |
709
+173
| +32% | +$83.2K | 0.29% | 68 |
|
|
2023
Q4 | $234K | Sell |
536
-5,072
| -90% | -$2.22M | 0.22% | 76 |
|
|
2023
Q3 | $2.2M | Buy |
5,608
+252
| +5% | +$99K | 1.79% | 12 |
|
|
2023
Q2 | $2.18M | Buy |
5,356
+74
| +1% | +$30.1K | 1.68% | 15 |
|
|
2023
Q1 | $1.99M | Sell |
5,282
-1,222
| -19% | -$460K | 1.61% | 14 |
|
|
2022
Q4 | $2.29M | Buy |
6,504
+266
| +4% | +$93.5K | 1.96% | 11 |
|
|
2022
Q3 | $2.05M | Buy |
6,238
+53
| +0.9% | +$17.4K | 1.65% | 10 |
|
|
2022
Q2 | $2.15M | Sell |
6,185
-85
| -1% | -$29.5K | 1.57% | 11 |
|
|
2022
Q1 | $2.6M | Buy |
6,270
+1,180
| +23% | +$490K | 1.74% | 13 |
|
|
2021
Q4 | $2.22M | Buy |
5,090
+92
| +2% | +$40.2K | 1.43% | 16 |
|
|
2021
Q3 | $1.97M | Sell |
4,998
-101
| -2% | -$39.8K | 1.39% | 16 |
|
|
2021
Q2 | $2.01M | Buy |
5,099
+10
| +0.2% | +$3.93K | 1.43% | 15 |
|
|
2021
Q1 | $1.85M | Buy |
5,089
+961
| +23% | +$350K | 1.45% | 16 |
|
|
2020
Q4 | $1.42M | Buy |
+4,128
| New | +$1.42M | 1.2% | 19 |
|