Woodward Diversified Capital’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 | $415K | Sell |
731
-557
| -43% | -$316K | 0.21% | 105 |
|
2025
Q1 | $662K | Buy |
1,288
+15
| +1% | +$7.71K | 0.47% | 51 |
|
2024
Q4 | $686K | Buy |
1,273
+66
| +5% | +$35.6K | 0.5% | 43 |
|
2024
Q3 | $637K | Buy |
1,207
+13
| +1% | +$6.86K | 0.4% | 72 |
|
2024
Q2 | $597K | Buy |
+1,194
| New | +$597K | 0.35% | 76 |
|
2022
Q1 | – | Sell |
-1,283
| Closed | -$560K | – | 204 |
|
2021
Q4 | $560K | Buy |
+1,283
| New | +$560K | 0.33% | 78 |
|