World Equity Group’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 | $3.83M | Buy |
6,741
+1,256
| +23% | +$714K | 1.04% | 18 |
|
|
2025
Q1 | $2.82M | Sell |
5,485
-5,803
| -51% | -$2.98M | 0.81% | 26 |
|
|
2024
Q4 | $6.08M | Buy |
11,288
+6,129
| +119% | +$3.3M | 1.3% | 12 |
|
|
2024
Q3 | $2.72M | Sell |
5,159
-2,612
| -34% | -$1.38M | 0.98% | 20 |
|
|
2024
Q2 | $3.89M | Sell |
7,771
-7,851
| -50% | -$3.93M | 1.16% | 19 |
|
|
2024
Q1 | $7.51M | Sell |
15,622
-1,734
| -10% | -$834K | 1.54% | 11 |
|
|
2023
Q4 | $7.58M | Buy |
17,356
+1,236
| +8% | +$540K | 1.52% | 8 |
|
|
2023
Q3 | $6.33M | Buy |
16,120
+8,274
| +105% | +$3.25M | 1.32% | 9 |
|
|
2023
Q2 | $3.2M | Sell |
7,846
-10,070
| -56% | -$4.1M | 0.94% | 16 |
|
|
2023
Q1 | $1.37M | Buy |
17,916
+6,108
| +52% | +$467K | 0.2% | 126 |
|
|
2022
Q4 | $4.15M | Sell |
11,808
-60
| -0.5% | -$21.1K | 0.98% | 23 |
|
|
2022
Q3 | $3.9M | Sell |
11,868
-105
| -0.9% | -$34.5K | 0.99% | 21 |
|
|
2022
Q2 | $4.15M | Buy |
11,973
+795
| +7% | +$276K | 1.04% | 15 |
|
|
2022
Q1 | $4.64M | Buy |
+11,178
| New | +$4.64M | 1% | 17 |
|