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 |
|