Alpha Financial Partners’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 | $1.88M | Buy |
3,306
+1,647
| +99% | +$936K | 1.35% | 10 |
|
|
2025
Q1 | $852K | Sell |
1,659
-1,276
| -43% | -$656K | 0.68% | 24 |
|
|
2024
Q4 | $1.58M | Buy |
2,935
+1,105
| +60% | +$595K | 1.25% | 12 |
|
|
2024
Q3 | $966K | Buy |
1,830
+53
| +3% | +$28K | 0.69% | 33 |
|
|
2024
Q2 | $889K | Buy |
1,777
+63
| +4% | +$31.5K | 0.77% | 23 |
|
|
2024
Q1 | $824K | Buy |
1,714
+15
| +0.9% | +$7.21K | 0.75% | 21 |
|
|
2023
Q4 | $742K | Buy |
1,699
+209
| +14% | +$91.3K | 0.73% | 21 |
|
|
2023
Q3 | $585K | Sell |
1,490
-1
| -0.1% | -$393 | 0.68% | 29 |
|
|
2023
Q2 | $607K | Buy |
1,491
+113
| +8% | +$46K | 0.65% | 30 |
|
|
2023
Q1 | $518K | Sell |
1,378
-23
| -2% | -$8.65K | 0.58% | 33 |
|
|
2022
Q4 | $492K | Buy |
+1,401
| New | +$492K | 0.6% | 33 |
|