ABLE Financial 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 | $327K | Sell |
576
-26
| -4% | -$14.8K | 0.08% | 149 |
|
|
2025
Q1 | $309K | Sell |
602
-110
| -15% | -$56.5K | 0.09% | 146 |
|
|
2024
Q4 | $384K | Sell |
712
-49
| -6% | -$26.4K | 0.11% | 126 |
|
|
2024
Q3 | $402K | Hold |
761
| – | – | 0.12% | 120 |
|
|
2024
Q2 | $381K | Buy |
761
+25
| +3% | +$12.5K | 0.14% | 115 |
|
|
2024
Q1 | $354K | Sell |
736
-5
| -0.7% | -$2.4K | 0.14% | 112 |
|
|
2023
Q4 | $324K | Sell |
741
-312
| -30% | -$136K | 0.14% | 110 |
|
|
2023
Q3 | $414K | Buy |
1,053
+195
| +23% | +$76.6K | 0.21% | 87 |
|
|
2023
Q2 | $349K | Buy |
858
+151
| +21% | +$61.5K | 0.18% | 91 |
|
|
2023
Q1 | $266K | Buy |
+707
| New | +$266K | 0.17% | 107 |
|