Anchor Capital Advisors’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 | $916K | Buy |
1,612
+708
| +78% | +$402K | 0.03% | 184 |
|
|
2025
Q1 | $465K | Buy |
904
+141
| +18% | +$72.5K | 0.01% | 208 |
|
|
2024
Q4 | $411K | Sell |
763
-25
| -3% | -$13.5K | 0.01% | 213 |
|
|
2024
Q3 | $416K | Hold |
788
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $394K | Buy |
788
+6
| +0.8% | +$3K | 0.01% | 206 |
|
|
2024
Q1 | $376K | Buy |
+782
| New | +$376K | 0.01% | 214 |
|