Wrenne Financial Planning’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 | $398K | Sell |
701
-435
| -38% | -$247K | 0.19% | 30 |
|
|
2025
Q1 | $584K | Buy |
1,136
+304
| +37% | +$156K | 0.31% | 26 |
|
|
2024
Q4 | $448K | Buy |
832
+51
| +7% | +$27.5K | 0.26% | 25 |
|
|
2024
Q3 | $412K | Buy |
781
+83
| +12% | +$43.8K | 0.25% | 26 |
|
|
2024
Q2 | $349K | Buy |
698
+89
| +15% | +$44.5K | 0.24% | 29 |
|
|
2024
Q1 | $293K | Buy |
609
+11
| +2% | +$5.29K | 0.22% | 25 |
|
|
2023
Q4 | $261K | Buy |
+598
| New | +$261K | 0.22% | 24 |
|