Archford Capital Strategies’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
$464K Buy
817
+14
+2% +$7.95K 0.06% 227
2025
Q1
$413K Buy
+803
New +$413K 0.06% 216
2019
Q1
Sell
-1,087
Closed -$250K 542
2018
Q4
$250K Sell
1,087
-958
-47% -$220K 0.1% 195
2018
Q3
$546K Sell
2,045
-7,178
-78% -$1.92M 0.2% 143
2018
Q2
$2.3M Buy
+9,223
New +$2.3M 0.81% 26
2017
Q4
Sell
-9,225
Closed -$2.13M 199
2017
Q3
$2.13M Buy
+9,225
New +$2.13M 0.8% 38