626 Financial’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 | $615K | Hold |
1,083
| – | – | 0.29% | 55 |
|
|
2025
Q1 | $556K | Buy |
1,083
+442
| +69% | +$227K | 0.29% | 55 |
|
|
2024
Q4 | $345K | Sell |
641
-435
| -40% | -$234K | 0.19% | 74 |
|
|
2024
Q3 | $568K | Buy |
1,076
+3
| +0.3% | +$1.58K | 0.31% | 53 |
|
|
2024
Q2 | $537K | Hold |
1,073
| – | – | 0.31% | 54 |
|
|
2024
Q1 | $516K | Buy |
1,073
+2
| +0.2% | +$962 | 0.31% | 57 |
|
|
2023
Q4 | $468K | Sell |
1,071
-932
| -47% | -$407K | 0.31% | 60 |
|
|
2023
Q3 | $787K | Buy |
2,003
+3
| +0.2% | +$1.18K | 0.53% | 42 |
|
|
2023
Q2 | $815K | Sell |
2,000
-151
| -7% | -$61.5K | 0.52% | 39 |
|
|
2023
Q1 | $809K | Buy |
2,151
+3
| +0.1% | +$1.13K | 0.54% | 41 |
|
|
2022
Q4 | $755K | Buy |
+2,148
| New | +$755K | 0.52% | 44 |
|