WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $53.3K | Sell |
99
-25
| -20% | -$13.5K | 0.02% | 315 |
|
|
2024
Q3 | $65.3K | Sell |
124
-191
| -61% | -$101K | 0.02% | 300 |
|
|
2024
Q2 | $158K | Sell |
315
-64
| -17% | -$32.1K | 0.05% | 199 |
|
|
2024
Q1 | $182K | Buy |
+379
| New | +$182K | 0.06% | 185 |
|
|
2023
Q4 | – | Sell |
-245
| Closed | -$96.1K | – | 845 |
|
|
2023
Q3 | $96.1K | Buy |
245
+197
| +410% | +$77.3K | 0.04% | 244 |
|
|
2023
Q2 | $19.5K | Buy |
48
+13
| +37% | +$5.27K | 0.01% | 442 |
|
|
2023
Q1 | $13.1K | Sell |
35
-200
| -85% | -$74.8K | 0.01% | 489 |
|
|
2022
Q4 | $82.5K | Buy |
235
+200
| +571% | +$70.2K | 0.05% | 143 |
|
|
2022
Q3 | $11.4K | Hold |
35
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $12.1K | Hold |
35
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $14.5K | Buy |
+35
| New | +$14.5K | 0.01% | 263 |
|